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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,876 | $95,406-77.1% | $185,849-88.2% | $85,847-74.5% |
| Participation rate | 45.9% | 68.8%-22.8pp | 81.7%-35.8pp | 69.3%-23.4pp |
| Annual return | 15.90% | 23.59%-7.7pp | 122.10%-106.2pp | 318.61%-302.7pp |
| Employer contribution / active EE | $967 | $3,314-70.8% | $5,169-81.3% | $2,565-62.3% |
| Participant deferral / active EE | $1,148 | $3,424-66.5% | $5,569-79.4% | $3,952-71.0% |
| Admin fee / account holder | $27 | $7,214-99.6% | $16,244-99.8% | $6,261-99.6% |