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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 | $6,119 | $69,248-91.2% | $64,101-90.5% | $139,466-95.6% |
| Participation rate | 45.0% | 75.6%-30.6pp | 72.3%-27.3pp | 80.3%-35.3pp |
| Annual return | 18.41% | 45.95%-27.5pp | 33.72%-15.3pp | 373.66%-355.3pp |
| Employer contribution / active EE | $459 | $3,185-85.6% | $2,749-83.3% | $4,754-90.3% |
| Participant deferral / active EE | $991 | $4,682-78.8% | $3,881-74.5% | $6,712-85.2% |
| Admin fee / account holder | $20 | $4,247-99.5% | $3,070-99.3% | $11,409-99.8% |