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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 | $14,256 | $29,736-52.1% | $56,033-74.6% | $80,935-82.4% |
| Participation rate | 20.7% | 41.7%-21.0pp | 52.5%-31.8pp | 67.7%-47.0pp |
| Annual return | 18.39% | 35.28%-16.9pp | 1711.38%-1693.0pp | 35.66%-17.3pp |
| Employer contribution / active EE | $163 | $671-75.7% | $1,041-84.3% | $2,757-94.1% |
| Participant deferral / active EE | $998 | $1,228-18.7% | $1,954-48.9% | $4,299-76.8% |
| Admin fee / account holder | $1 | $2,434-99.9% | $2,827-100.0% | $6,924-100.0% |