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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 | $10,862 | $27,943-61.1% | $58,507-81.4% | $75,177-85.6% |
| Participation rate | 8.2% | 38.8%-30.7pp | 50.9%-42.7pp | 67.2%-59.0pp |
| Annual return | 21.34% | 44.22%-22.9pp | 4252.32%-4231.0pp | 160.75%-139.4pp |
| Employer contribution / active EE | $93 | $670-86.1% | $1,053-91.2% | $2,671-96.5% |
| Participant deferral / active EE | $263 | $1,202-78.1% | $1,922-86.3% | $4,126-93.6% |
| Admin fee / account holder | $117 | $1,727-93.2% | $2,486-95.3% | $5,651-97.9% |