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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 | $58,241-59.9% | $81,780-71.4% | $80,911-71.1% |
| Participation rate | 50.0% | 63.4%-13.4pp | 72.4%-22.4pp | 67.6%-17.6pp |
| Annual return | 13.32% | 41.73%-28.4pp | 776.27%-763.0pp | 35.63%-22.3pp |
| Employer contribution / active EE | $813 | $2,343-65.3% | $2,914-72.1% | $2,756-70.5% |
| Participant deferral / active EE | $1,772 | $3,283-46.0% | $4,321-59.0% | $4,297-58.8% |
| Admin fee / account holder | $27 | $4,973-99.5% | $7,384-99.6% | $6,935-99.6% |