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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 | $9,381 | $69,118-86.4% | $53,647-82.5% | $138,895-93.2% |
| Participation rate | 35.7% | 64.0%-28.3pp | 56.3%-20.6pp | 79.9%-44.2pp |
| Annual return | 18.94% | 248.26%-229.3pp | 358.33%-339.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $476 | $1,189-60.0% | $962-50.5% | $4,194-88.6% |
| Participant deferral / active EE | $624 | $2,274-72.5% | $1,813-65.6% | $6,396-90.2% |
| Admin fee / account holder | $87 | $2,724-96.8% | $2,460-96.5% | $12,562-99.3% |