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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 | $19,935 | $28,624-30.4% | $53,647-62.8% | $82,637-75.9% |
| Participation rate | 20.5% | 47.3%-26.8pp | 56.3%-35.8pp | 68.1%-47.5pp |
| Annual return | 27.22% | 664.98%-637.8pp | 358.33%-331.1pp | 53.51%-26.3pp |
| Employer contribution / active EE | $215 | $637-66.2% | $962-77.7% | $2,552-91.6% |
| Participant deferral / active EE | $1,084 | $1,196-9.4% | $1,813-40.2% | $4,126-73.7% |
| Admin fee / account holder | $2 | $2,022-99.9% | $2,460-99.9% | $7,339-100.0% |