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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 | $29,667-72.9% | $56,441-85.8% | $80,874-90.1% |
| Participation rate | 7.0% | 41.7%-34.7pp | 52.5%-45.5pp | 67.6%-60.7pp |
| Annual return | 16.17% | 35.22%-19.1pp | 1704.21%-1688.0pp | 35.62%-19.4pp |
| Employer contribution / active EE | $2,960 | $669+342.3% | $1,039+184.9% | $2,756+7.4% |
| Participant deferral / active EE | $1,440 | $1,227+17.4% | $1,953-26.3% | $4,297-66.5% |
| Admin fee / account holder | $213 | $2,429-91.2% | $2,829-92.5% | $6,935-96.9% |