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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 | $19,145 | $29,736-35.6% | $56,033-65.8% | $80,935-76.3% |
| Participation rate | 10.1% | 41.7%-31.6pp | 52.5%-42.4pp | 67.7%-57.5pp |
| Annual return | 15.35% | 35.28%-19.9pp | 1711.38%-1696.0pp | 35.66%-20.3pp |
| Employer contribution / active EE | $194 | $671-71.1% | $1,041-81.3% | $2,757-93.0% |
| Participant deferral / active EE | $659 | $1,228-46.3% | $1,954-66.3% | $4,299-84.7% |
| Admin fee / account holder | $173 | $2,434-92.9% | $2,827-93.9% | $6,924-97.5% |