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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 | $9,596 | $103,038-90.7% | $90,324-89.4% | $152,909-93.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | 27.13% | 95.25%-68.1pp | 78.15%-51.0pp | 345.46%-318.3pp |
| Employer contribution / active EE | $621 | $3,141-80.2% | $2,856-78.3% | $4,764-87.0% |
| Participant deferral / active EE | $1,026 | $4,282-76.0% | $3,885-73.6% | $5,851-82.5% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |