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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 | $29,447 | $69,118-57.4% | $53,647-45.1% | $138,895-78.8% |
| Participation rate | 35.7% | 64.0%-28.3pp | 56.3%-20.6pp | 79.9%-44.2pp |
| Annual return | 15.27% | 248.26%-233.0pp | 358.33%-343.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $402 | $1,189-66.2% | $962-58.2% | $4,194-90.4% |
| Participant deferral / active EE | $811 | $2,274-64.3% | $1,813-55.3% | $6,396-87.3% |
| Admin fee / account holder | $8 | $2,724-99.7% | $2,460-99.7% | $12,562-99.9% |