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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 | $8,136 | $51,638-84.2% | $68,368-88.1% | $82,448-90.1% |
| Participation rate | 40.7% | 63.6%-22.9pp | 73.8%-33.0pp | 68.1%-27.3pp |
| Annual return | 20.83% | 37.53%-16.7pp | 292.57%-271.7pp | 41.64%-20.8pp |
| Employer contribution / active EE | $374 | $2,047-81.7% | $2,649-85.9% | $2,551-85.3% |
| Participant deferral / active EE | $591 | $2,914-79.7% | $4,123-85.7% | $4,139-85.7% |
| Admin fee / account holder | $50 | $4,643-98.9% | $5,150-99.0% | $7,234-99.3% |