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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 | $24,700 | $110,551-77.7% | $80,741-69.4% | $167,536-85.3% |
| Participation rate | 15.0% | 64.0%-49.0pp | 54.2%-39.2pp | 82.1%-67.1pp |
| Annual return | 18.92% | 120.57%-101.6pp | 87.30%-68.4pp | 478.82%-459.9pp |
| Employer contribution / active EE | $332 | $1,543-78.5% | $1,160-71.4% | $4,839-93.1% |
| Participant deferral / active EE | $1,399 | $2,870-51.3% | $2,145-34.8% | $6,342-77.9% |
| Admin fee / account holder | $2 | $4,547-100.0% | $3,380-99.9% | $12,315-100.0% |