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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 | $9,841 | $72,071-86.3% | $68,368-85.6% | $137,256-92.8% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 17.22% | 353.14%-335.9pp | 292.57%-275.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $905 | $2,788-67.5% | $2,649-65.8% | $4,156-78.2% |
| Participant deferral / active EE | $1,093 | $4,410-75.2% | $4,123-73.5% | $6,407-82.9% |
| Admin fee / account holder | $49 | $5,336-99.1% | $5,150-99.0% | $12,270-99.6% |