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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 | $12,629 | $39,028-67.6% | $80,741-84.4% | $85,847-85.3% |
| Participation rate | 22.2% | 41.6%-19.3pp | 54.2%-31.9pp | 69.3%-47.1pp |
| Annual return | 18.18% | 26.31%-8.1pp | 87.30%-69.1pp | 318.61%-300.4pp |
| Employer contribution / active EE | $557 | $722-22.8% | $1,160-51.9% | $2,565-78.3% |
| Participant deferral / active EE | $741 | $1,326-44.1% | $2,145-65.5% | $3,952-81.3% |
| Admin fee / account holder | $46 | $2,429-98.1% | $3,380-98.6% | $6,261-99.3% |