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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 | $115,783-91.7% | $65,289-85.4% | $139,427-93.1% |
| Participation rate | 22.2% | 67.8%-45.6pp | 65.0%-42.7pp | 80.3%-58.1pp |
| Annual return | 18.20% | 31.21%-13.0pp | 47.38%-29.2pp | 373.27%-355.1pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $791 | $4,240-81.3% | $2,831-72.0% | $6,711-88.2% |
| Admin fee / account holder | $174 | $6,701-97.4% | $4,113-95.8% | $11,404-98.5% |