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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 | $9,690 | $108,882-91.1% | $96,754-90.0% | $154,746-93.7% |
| Participation rate | 47.8% | 75.1%-27.3pp | 70.3%-22.4pp | 80.7%-32.9pp |
| Annual return | 20.88% | 98.39%-77.5pp | 82.04%-61.2pp | 172.34%-151.5pp |
| Employer contribution / active EE | $944 | $3,018-68.7% | $2,679-64.7% | $4,379-78.4% |
| Participant deferral / active EE | $1,221 | $5,323-77.1% | $4,758-74.3% | $6,730-81.9% |
| Admin fee / account holder | $150 | $10,200-98.5% | $8,905-98.3% | $14,365-99.0% |