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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 | $17,706 | $69,118-74.4% | $53,647-67.0% | $138,895-87.3% |
| Participation rate | 50.0% | 64.0%-14.0pp | 56.3%-6.3pp | 79.9%-29.9pp |
| Annual return | 18.16% | 248.26%-230.1pp | 358.33%-340.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $562 | $1,189-52.7% | $962-41.5% | $4,194-86.6% |
| Participant deferral / active EE | $969 | $2,274-57.4% | $1,813-46.5% | $6,396-84.8% |
| Admin fee / account holder | $144 | $2,724-94.7% | $2,460-94.1% | $12,562-98.9% |