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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 | $8,482 | $51,638-83.6% | $68,368-87.6% | $82,448-89.7% |
| Participation rate | 21.1% | 63.6%-42.6pp | 73.8%-52.7pp | 68.1%-47.0pp |
| Annual return | 24.12% | 37.53%-13.4pp | 292.57%-268.5pp | 41.64%-17.5pp |
| Employer contribution / active EE | $298 | $2,047-85.4% | $2,649-88.7% | $2,551-88.3% |
| Participant deferral / active EE | $590 | $2,914-79.7% | $4,123-85.7% | $4,139-85.7% |
| Admin fee / account holder | $30 | $4,643-99.4% | $5,150-99.4% | $7,234-99.6% |