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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 | $8,232 | $47,479-82.7% | $62,929-86.9% | $82,448-90.0% |
| Participation rate | 61.0% | 66.9%-5.8pp | 73.1%-12.1pp | 68.1%-7.0pp |
| Annual return | 16.42% | 20.34%-3.9pp | 1063.93%-1047.5pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,198 | $1,885-36.4% | $2,505-52.2% | $2,551-53.0% |
| Participant deferral / active EE | $1,527 | $2,870-46.8% | $3,888-60.7% | $4,139-63.1% |
| Admin fee / account holder | $265 | $3,804-93.0% | $5,065-94.8% | $7,234-96.3% |