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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 | $7,519 | $100,139-92.5% | $85,187-91.2% | $145,884-94.8% |
| Participation rate | 57.1% | 74.1%-17.0pp | 67.5%-10.4pp | 80.3%-23.2pp |
| Annual return | 14.52% | 84.15%-69.6pp | 66.67%-52.1pp | 551.85%-537.3pp |
| Employer contribution / active EE | $855 | $3,238-73.6% | $2,732-68.7% | $4,662-81.7% |
| Participant deferral / active EE | $1,574 | $5,296-70.3% | $4,525-65.2% | $6,690-76.5% |
| Admin fee / account holder | $163 | $7,262-97.8% | $6,162-97.4% | $13,392-98.8% |