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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 | $19,486 | $112,935-82.7% | $90,970-78.6% | $158,966-87.7% |
| Participation rate | 30.0% | 74.7%-44.7pp | 69.0%-39.0pp | 82.0%-52.0pp |
| Annual return | 16.20% | 215.79%-199.6pp | 134.58%-118.4pp | 302.95%-286.8pp |
| Employer contribution / active EE | $433 | $2,895-85.1% | $2,122-79.6% | $4,762-90.9% |
| Participant deferral / active EE | $1,887 | $4,129-54.3% | $3,373-44.1% | $5,983-68.5% |
| Admin fee / account holder | $160 | $8,045-98.0% | $5,960-97.3% | $11,250-98.6% |