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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 | $17,937 | $110,093-83.7% | $97,295-81.6% | $145,897-87.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 13.82% | 244.76%-230.9pp | 75.62%-61.8pp | 552.29%-538.5pp |
| Employer contribution / active EE | $646 | $3,077-79.0% | $2,723-76.3% | $4,663-86.2% |
| Participant deferral / active EE | $1,905 | $4,678-59.3% | $4,264-55.3% | $6,689-71.5% |
| Admin fee / account holder | $94 | $6,212-98.5% | $5,646-98.3% | $13,390-99.3% |