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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 | $9,658 | $67,823-85.8% | $52,425-81.6% | $137,256-93.0% |
| Participation rate | 21.7% | 63.9%-42.2pp | 55.6%-33.9pp | 80.0%-58.2pp |
| Annual return | 20.15% | 219.11%-199.0pp | 302.12%-282.0pp | 220.34%-200.2pp |
| Employer contribution / active EE | $282 | $1,163-75.7% | $914-69.1% | $4,156-93.2% |
| Participant deferral / active EE | $601 | $2,288-73.7% | $1,790-66.4% | $6,407-90.6% |
| Admin fee / account holder | $201 | $2,844-92.9% | $2,495-91.9% | $12,270-98.4% |