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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 | $17,937 | $58,258-69.2% | $81,820-78.1% | $80,925-77.8% |
| Participation rate | 46.7% | 63.5%-16.8pp | 72.4%-25.7pp | 67.7%-21.0pp |
| Annual return | 16.05% | 41.76%-25.7pp | 777.93%-761.9pp | 35.65%-19.6pp |
| Employer contribution / active EE | $932 | $2,345-60.3% | $2,915-68.0% | $2,756-66.2% |
| Participant deferral / active EE | $1,870 | $3,284-43.0% | $4,323-56.7% | $4,299-56.5% |
| Admin fee / account holder | $19 | $4,976-99.6% | $7,391-99.7% | $6,940-99.7% |