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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 | $6,552 | $101,618-93.6% | $93,063-93.0% | $137,256-95.2% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 15.25% | 223.95%-208.7pp | 34.15%-18.9pp | 220.34%-205.1pp |
| Employer contribution / active EE | $512 | $2,707-81.1% | $2,476-79.3% | $4,156-87.7% |
| Participant deferral / active EE | $900 | $4,279-79.0% | $3,958-77.3% | $6,407-86.0% |
| Admin fee / account holder | $170 | $6,198-97.3% | $6,033-97.2% | $12,270-98.6% |