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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 | $14,329 | $77,908-81.6% | $149,696-90.4% | $75,173-80.9% |
| Participation rate | 55.2% | 65.6%-10.4pp | 78.8%-23.6pp | 67.2%-12.0pp |
| Annual return | 22.65% | 31.73%-9.1pp | 134.46%-111.8pp | 160.72%-138.1pp |
| Employer contribution / active EE | $957 | $3,138-69.5% | $4,821-80.1% | $2,671-64.2% |
| Participant deferral / active EE | $1,591 | $3,411-53.3% | $5,682-72.0% | $4,126-61.4% |
| Admin fee / account holder | $236 | $5,950-96.0% | $13,212-98.2% | $5,651-95.8% |