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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 | $11,321 | $29,319-61.4% | $52,425-78.4% | $82,448-86.3% |
| Participation rate | 11.8% | 46.9%-35.1pp | 55.6%-43.9pp | 68.1%-56.3pp |
| Annual return | 24.71% | 535.20%-510.5pp | 302.12%-277.4pp | 41.64%-16.9pp |
| Employer contribution / active EE | $543 | $586-7.5% | $914-40.7% | $2,551-78.7% |
| Participant deferral / active EE | $271 | $1,171-76.8% | $1,790-84.8% | $4,139-93.4% |
| Admin fee / account holder | $92 | $1,962-95.3% | $2,495-96.3% | $7,234-98.7% |