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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 | $23,365 | $58,275-59.9% | $81,844-71.5% | $80,935-71.1% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 13.32% | 41.82%-28.5pp | 778.87%-765.6pp | 35.66%-22.3pp |
| Employer contribution / active EE | $813 | $2,346-65.3% | $2,916-72.1% | $2,757-70.5% |
| Participant deferral / active EE | $1,772 | $3,285-46.1% | $4,323-59.0% | $4,299-58.8% |
| Admin fee / account holder | $27 | $4,749-99.4% | $7,355-99.6% | $6,924-99.6% |