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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 | $9,557 | $116,434-91.8% | $65,583-85.4% | $139,487-93.1% |
| Participation rate | 22.2% | 67.9%-45.6pp | 65.0%-42.7pp | 80.3%-58.1pp |
| Annual return | 18.20% | 31.34%-13.1pp | 47.46%-29.3pp | 373.84%-355.6pp |
| Employer contribution / active EE | $0 | $2,602-100.0% | $1,692-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $791 | $4,245-81.4% | $2,833-72.1% | $6,713-88.2% |
| Admin fee / account holder | $174 | $6,696-97.4% | $4,112-95.8% | $11,407-98.5% |