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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 | $12,968 | $60,119-78.4% | $90,430-85.7% | $79,858-83.8% |
| Participation rate | 28.3% | 65.0%-36.6pp | 72.7%-44.4pp | 69.6%-41.3pp |
| Annual return | 38.99% | 71.94%-32.9pp | 1293.73%-1254.7pp | 31.72%+7.3pp |
| Employer contribution / active EE | $431 | $2,068-79.1% | $3,262-86.8% | $2,471-82.5% |
| Participant deferral / active EE | $1,063 | $2,938-63.8% | $3,963-73.2% | $3,740-71.6% |
| Admin fee / account holder | $13 | $3,976-99.7% | $5,613-99.8% | $5,306-99.8% |