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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 | $14,278 | $109,344-86.9% | $89,400-84.0% | $158,950-91.0% |
| Participation rate | 52.6% | 74.3%-21.6pp | 68.0%-15.3pp | 82.0%-29.3pp |
| Annual return | 9.68% | 345.73%-336.1pp | 245.64%-236.0pp | 302.91%-293.2pp |
| Employer contribution / active EE | $924 | $3,170-70.8% | $2,586-64.3% | $4,762-80.6% |
| Participant deferral / active EE | $1,993 | $4,599-56.7% | $3,890-48.8% | $5,983-66.7% |
| Admin fee / account holder | $195 | $6,154-96.8% | $4,882-96.0% | $11,248-98.3% |