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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 | $10,157 | $103,008-90.1% | $90,304-88.8% | $152,897-93.4% |
| Participation rate | 52.2% | 75.9%-23.7pp | 73.3%-21.1pp | 82.5%-30.3pp |
| Annual return | 35.80% | 95.22%-59.4pp | 78.13%-42.3pp | 345.43%-309.6pp |
| Employer contribution / active EE | $973 | $3,139-69.0% | $2,855-65.9% | $4,764-79.6% |
| Participant deferral / active EE | $1,642 | $4,281-61.6% | $3,885-57.7% | $5,851-71.9% |
| Admin fee / account holder | $10 | $6,175-99.8% | $5,354-99.8% | $11,599-99.9% |