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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 | $19,968 | $69,248-71.2% | $64,101-68.8% | $139,466-85.7% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.3%-39.0pp | 80.3%-47.0pp |
| Annual return | 27.86% | 45.95%-18.1pp | 33.72%-5.9pp | 373.66%-345.8pp |
| Employer contribution / active EE | $465 | $3,185-85.4% | $2,749-83.1% | $4,754-90.2% |
| Participant deferral / active EE | $2,968 | $4,682-36.6% | $3,881-23.5% | $6,712-55.8% |
| Admin fee / account holder | $269 | $4,247-93.7% | $3,070-91.3% | $11,409-97.6% |