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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 | $8,103 | $95,580-91.5% | $76,872-89.5% | $139,466-94.2% |
| Participation rate | 66.7% | 74.0%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 22.18% | 55.00%-32.8pp | 37.90%-15.7pp | 373.66%-351.5pp |
| Employer contribution / active EE | $836 | $3,145-73.4% | $2,533-67.0% | $4,754-82.4% |
| Participant deferral / active EE | $1,195 | $4,623-74.2% | $3,832-68.8% | $6,712-82.2% |
| Admin fee / account holder | $50 | $8,302-99.4% | $5,476-99.1% | $11,409-99.6% |