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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 | $15,795 | $100,262-84.2% | $81,370-80.6% | $145,897-89.2% |
| Participation rate | 62.5% | 74.3%-11.8pp | 69.5%-7.0pp | 80.3%-17.8pp |
| Annual return | 12.82% | 34.52%-21.7pp | 24.85%-12.0pp | 552.29%-539.5pp |
| Employer contribution / active EE | $847 | $2,979-71.6% | $2,464-65.6% | $4,663-81.8% |
| Participant deferral / active EE | $1,111 | $4,612-75.9% | $3,885-71.4% | $6,689-83.4% |
| Admin fee / account holder | $22 | $8,163-99.7% | $5,749-99.6% | $13,390-99.8% |