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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 | $12,595 | $29,051-56.6% | $52,425-76.0% | $67,986-81.5% |
| Participation rate | 5.3% | 30.4%-25.1pp | 55.6%-50.3pp | 57.2%-51.9pp |
| Annual return | 28.00% | 24.00%+4.0pp | 302.12%-274.1pp | 31.67%-3.7pp |
| Employer contribution / active EE | $118 | $412-71.3% | $914-87.1% | $2,019-94.2% |
| Participant deferral / active EE | $310 | $873-64.5% | $1,790-82.7% | $3,358-90.8% |
| Admin fee / account holder | $22 | $2,113-99.0% | $2,495-99.1% | $3,203-99.3% |