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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 | $10,187 | $108,212-90.6% | $77,513-86.9% | $158,966-93.6% |
| Participation rate | 29.2% | 64.4%-35.3pp | 54.2%-25.0pp | 82.0%-52.8pp |
| Annual return | 19.88% | 31.67%-11.8pp | 54.81%-34.9pp | 302.95%-283.1pp |
| Employer contribution / active EE | $228 | $1,325-82.8% | $987-76.9% | $4,762-95.2% |
| Participant deferral / active EE | $1,124 | $2,455-54.2% | $1,861-39.6% | $5,983-81.2% |
| Admin fee / account holder | $179 | $3,709-95.2% | $2,859-93.8% | $11,250-98.4% |