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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 | $13,816 | $95,580-85.5% | $76,872-82.0% | $139,466-90.1% |
| Participation rate | 47.4% | 74.0%-26.6pp | 69.6%-22.2pp | 80.3%-33.0pp |
| Annual return | 32.93% | 55.00%-22.1pp | 37.90%-5.0pp | 373.66%-340.7pp |
| Employer contribution / active EE | $759 | $3,145-75.9% | $2,533-70.0% | $4,754-84.0% |
| Participant deferral / active EE | $2,348 | $4,623-49.2% | $3,832-38.7% | $6,712-65.0% |
| Admin fee / account holder | $83 | $8,302-99.0% | $5,476-98.5% | $11,409-99.3% |