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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 | $15,169 | $47,944-68.4% | $67,834-77.6% | $62,881-75.9% |
| Participation rate | 37.0% | 61.1%-24.1pp | 68.8%-31.8pp | 69.3%-32.3pp |
| Annual return | 143.42% | 11.77%+131.7pp | 138.47%+4.9pp | 20.14%+123.3pp |
| Employer contribution / active EE | $549 | $1,562-64.9% | $2,403-77.2% | $2,281-75.9% |
| Participant deferral / active EE | $1,237 | $2,247-44.9% | $3,160-60.8% | $3,203-61.4% |
| Admin fee / account holder | $63 | $3,712-98.3% | $4,622-98.6% | $4,296-98.5% |