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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 | $11,201 | $103,008-89.1% | $90,304-87.6% | $152,897-92.7% |
| Participation rate | 53.8% | 75.9%-22.0pp | 73.3%-19.4pp | 82.5%-28.6pp |
| Annual return | 28.50% | 95.22%-66.7pp | 78.13%-49.6pp | 345.43%-316.9pp |
| Employer contribution / active EE | $532 | $3,139-83.1% | $2,855-81.4% | $4,764-88.8% |
| Participant deferral / active EE | $1,825 | $4,281-57.4% | $3,885-53.0% | $5,851-68.8% |
| Admin fee / account holder | $47 | $6,175-99.2% | $5,354-99.1% | $11,599-99.6% |