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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 | $9,055 | $96,678-90.6% | $86,640-89.5% | $139,466-93.5% |
| Participation rate | 20.0% | 74.4%-54.4pp | 71.7%-51.7pp | 80.3%-60.3pp |
| Annual return | 30.57% | 106.69%-76.1pp | 592.52%-561.9pp | 373.66%-343.1pp |
| Employer contribution / active EE | $330 | $3,265-89.9% | $3,024-89.1% | $4,754-93.1% |
| Participant deferral / active EE | $1,097 | $4,837-77.3% | $4,438-75.3% | $6,712-83.7% |
| Admin fee / account holder | $22 | $6,410-99.7% | $5,616-99.6% | $11,409-99.8% |