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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 | $19,635 | $27,924-29.7% | $58,544-66.5% | $75,181-73.9% |
| Participation rate | 16.0% | 38.8%-22.8pp | 50.9%-34.9pp | 67.2%-51.2pp |
| Annual return | 20.00% | 44.20%-24.2pp | 4249.56%-4229.6pp | 160.69%-140.7pp |
| Employer contribution / active EE | $235 | $669-64.9% | $1,053-77.7% | $2,671-91.2% |
| Participant deferral / active EE | $332 | $1,202-72.4% | $1,923-82.7% | $4,126-92.0% |
| Admin fee / account holder | $238 | $1,726-86.2% | $2,520-90.6% | $5,650-95.8% |