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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 | $9,548 | $48,327-80.2% | $67,575-85.9% | $80,935-88.2% |
| Participation rate | 52.0% | 66.4%-14.4pp | 72.9%-20.9pp | 67.7%-15.7pp |
| Annual return | 14.91% | 18.31%-3.4pp | 3528.98%-3514.1pp | 35.66%-20.7pp |
| Employer contribution / active EE | $622 | $2,022-69.2% | $2,736-77.3% | $2,757-77.4% |
| Participant deferral / active EE | $877 | $2,927-70.1% | $4,003-78.1% | $4,299-79.6% |
| Admin fee / account holder | $200 | $3,692-94.6% | $3,993-95.0% | $6,924-97.1% |