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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 | $16,353 | $95,580-82.9% | $76,872-78.7% | $139,466-88.3% |
| Participation rate | 62.5% | 74.0%-11.5pp | 69.6%-7.1pp | 80.3%-17.8pp |
| Annual return | 18.68% | 55.00%-36.3pp | 37.90%-19.2pp | 373.66%-355.0pp |
| Employer contribution / active EE | $679 | $3,145-78.4% | $2,533-73.2% | $4,754-85.7% |
| Participant deferral / active EE | $875 | $4,623-81.1% | $3,832-77.2% | $6,712-87.0% |
| Admin fee / account holder | $15 | $8,302-99.8% | $5,476-99.7% | $11,409-99.9% |