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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 | $15,093 | $99,053-84.8% | $88,179-82.9% | $138,895-89.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 18.26% | 78.17%-59.9pp | 64.97%-46.7pp | 145.39%-127.1pp |
| Employer contribution / active EE | $593 | $2,882-79.4% | $2,549-76.7% | $4,194-85.9% |
| Participant deferral / active EE | $1,331 | $5,225-74.5% | $4,614-71.2% | $6,396-79.2% |
| Admin fee / account holder | $15 | $8,748-99.8% | $7,673-99.8% | $12,562-99.9% |