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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 | $9,587 | $26,140-63.3% | $58,507-83.6% | $74,473-87.1% |
| Participation rate | 8.0% | 32.1%-24.1pp | 50.9%-42.9pp | 70.7%-62.7pp |
| Annual return | 43.15% | 32.51%+10.6pp | 4252.32%-4209.2pp | 34.36%+8.8pp |
| Employer contribution / active EE | $216 | $537-59.8% | $1,053-79.5% | $2,638-91.8% |
| Participant deferral / active EE | $433 | $1,075-59.7% | $1,922-77.5% | $4,530-90.4% |
| Admin fee / account holder | $239 | $652-63.3% | $2,486-90.4% | $347-31.1% |