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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 | $48,756 | $176,402-72.4% | $134,162-63.7% | $158,982-69.3% |
| Participation rate | 38.9% | 78.7%-39.8pp | 72.2%-33.3pp | 82.0%-43.1pp |
| Annual return | 11.58% | 63.66%-52.1pp | 36.35%-24.8pp | 302.99%-291.4pp |
| Employer contribution / active EE | $542 | $5,042-89.3% | $3,705-85.4% | $4,763-88.6% |
| Participant deferral / active EE | $1,937 | $4,093-52.7% | $3,500-44.7% | $5,983-67.6% |
| Admin fee / account holder | $13 | $8,719-99.8% | $6,685-99.8% | $11,252-99.9% |