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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 | $7,032 | $67,823-89.6% | $52,425-86.6% | $137,256-94.9% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 20.78% | 219.11%-198.3pp | 302.12%-281.3pp | 220.34%-199.6pp |
| Employer contribution / active EE | $512 | $1,163-56.0% | $914-44.0% | $4,156-87.7% |
| Participant deferral / active EE | $768 | $2,288-66.5% | $1,790-57.1% | $6,407-88.0% |
| Admin fee / account holder | $28 | $2,844-99.0% | $2,495-98.9% | $12,270-99.8% |