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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 | $29,670-61.3% | $56,054-79.5% | $80,911-85.8% |
| Participation rate | 30.5% | 41.7%-11.2pp | 52.5%-22.0pp | 67.6%-37.1pp |
| Annual return | 29.56% | 35.24%-5.7pp | 1705.95%-1676.4pp | 35.63%-6.1pp |
| Employer contribution / active EE | $101 | $670-84.9% | $1,039-90.3% | $2,756-96.3% |
| Participant deferral / active EE | $855 | $1,227-30.3% | $1,952-56.2% | $4,297-80.1% |
| Admin fee / account holder | $103 | $2,431-95.8% | $2,822-96.4% | $6,935-98.5% |