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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 | $9,257 | $49,896-81.4% | $80,627-88.5% | $75,173-87.7% |
| Participation rate | 34.0% | 55.3%-21.3pp | 67.0%-33.0pp | 67.2%-33.2pp |
| Annual return | 28.01% | 34.67%-6.7pp | 936.76%-908.8pp | 160.72%-132.7pp |
| Employer contribution / active EE | $1,039 | $1,699-38.8% | $2,723-61.8% | $2,671-61.1% |
| Participant deferral / active EE | $1,415 | $2,992-52.7% | $4,443-68.2% | $4,126-65.7% |
| Admin fee / account holder | $191 | $3,578-94.7% | $5,381-96.4% | $5,651-96.6% |