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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 | $11,778 | $69,118-83.0% | $53,647-78.0% | $138,895-91.5% |
| Participation rate | 30.4% | 64.0%-33.5pp | 56.3%-25.8pp | 79.9%-49.5pp |
| Annual return | 18.48% | 248.26%-229.8pp | 358.33%-339.9pp | 145.39%-126.9pp |
| Employer contribution / active EE | $373 | $1,189-68.6% | $962-61.2% | $4,194-91.1% |
| Participant deferral / active EE | $470 | $2,274-79.3% | $1,813-74.1% | $6,396-92.6% |
| Admin fee / account holder | $85 | $2,724-96.9% | $2,460-96.6% | $12,562-99.3% |