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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 | $9,699 | $103,008-90.6% | $90,304-89.3% | $152,897-93.7% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 38.27% | 95.22%-57.0pp | 78.13%-39.9pp | 345.43%-307.2pp |
| Employer contribution / active EE | $881 | $3,139-71.9% | $2,855-69.1% | $4,764-81.5% |
| Participant deferral / active EE | $2,012 | $4,281-53.0% | $3,885-48.2% | $5,851-65.6% |
| Admin fee / account holder | $73 | $6,175-98.8% | $5,354-98.6% | $11,599-99.4% |