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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 | $29,000 | $39,028-25.7% | $80,741-64.1% | $85,847-66.2% |
| Participation rate | 11.1% | 41.6%-30.4pp | 54.2%-43.1pp | 69.3%-58.2pp |
| Annual return | 16.89% | 26.31%-9.4pp | 87.30%-70.4pp | 318.61%-301.7pp |
| Employer contribution / active EE | $296 | $722-59.0% | $1,160-74.5% | $2,565-88.5% |
| Participant deferral / active EE | $906 | $1,326-31.6% | $2,145-57.8% | $3,952-77.1% |
| Admin fee / account holder | $1 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |