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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 | $23,157 | $108,285-78.6% | $77,552-70.1% | $158,982-85.4% |
| Participation rate | 9.1% | 64.4%-55.3pp | 54.2%-45.1pp | 82.0%-72.9pp |
| Annual return | 37.26% | 31.69%+5.6pp | 54.82%-17.6pp | 302.99%-265.7pp |
| Employer contribution / active EE | $161 | $1,325-87.9% | $987-83.7% | $4,763-96.6% |
| Participant deferral / active EE | $945 | $2,455-61.5% | $1,861-49.2% | $5,983-84.2% |
| Admin fee / account holder | $82 | $3,709-97.8% | $2,859-97.1% | $11,252-99.3% |