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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 | $29,733-73.0% | $56,025-85.7% | $80,959-90.1% |
| Participation rate | 7.0% | 41.7%-34.7pp | 52.5%-45.5pp | 67.7%-60.7pp |
| Annual return | 16.17% | 35.28%-19.1pp | 1712.69%-1696.5pp | 35.67%-19.5pp |
| Employer contribution / active EE | $2,960 | $672+340.7% | $1,042+184.2% | $2,757+7.4% |
| Participant deferral / active EE | $1,440 | $1,229+17.1% | $1,955-26.3% | $4,300-66.5% |
| Admin fee / account holder | $213 | $2,434-91.3% | $2,828-92.5% | $6,925-96.9% |