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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 | $11,469 | $29,733-61.4% | $56,025-79.5% | $80,959-85.8% |
| Participation rate | 30.5% | 41.7%-11.2pp | 52.5%-22.0pp | 67.7%-37.2pp |
| Annual return | 29.56% | 35.28%-5.7pp | 1712.69%-1683.1pp | 35.67%-6.1pp |
| Employer contribution / active EE | $101 | $672-85.0% | $1,042-90.3% | $2,757-96.3% |
| Participant deferral / active EE | $855 | $1,229-30.5% | $1,955-56.3% | $4,300-80.1% |
| Admin fee / account holder | $103 | $2,434-95.8% | $2,828-96.4% | $6,925-98.5% |