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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 | $30,417 | $100,901-69.9% | $75,670-59.8% | $147,585-79.4% |
| Participation rate | 15.4% | 77.1%-61.8pp | 72.3%-57.0pp | 82.8%-67.4pp |
| Annual return | 24.11% | 35.78%-11.7pp | 27.34%-3.2pp | 578.57%-554.5pp |
| Employer contribution / active EE | $276 | $3,253-91.5% | $2,352-88.3% | $4,876-94.3% |
| Participant deferral / active EE | $1,255 | $4,027-68.8% | $3,142-60.1% | $5,439-76.9% |
| Admin fee / account holder | $8 | $11,285-99.9% | $5,800-99.9% | $10,885-99.9% |