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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 | $8,036 | $29,716-73.0% | $56,077-85.7% | $80,925-90.1% |
| Participation rate | 7.0% | 41.7%-34.7pp | 52.5%-45.5pp | 67.7%-60.7pp |
| Annual return | 16.17% | 35.30%-19.1pp | 1709.28%-1693.1pp | 35.65%-19.5pp |
| Employer contribution / active EE | $2,960 | $671+341.2% | $1,040+184.6% | $2,756+7.4% |
| Participant deferral / active EE | $1,440 | $1,228+17.2% | $1,954-26.3% | $4,299-66.5% |
| Admin fee / account holder | $213 | $2,432-91.3% | $2,825-92.5% | $6,940-96.9% |