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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 | $5,764 | $97,125-94.1% | $86,233-93.3% | $137,256-95.8% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 28.54% | 74.19%-45.6pp | 61.39%-32.8pp | 220.34%-191.8pp |
| Employer contribution / active EE | $908 | $2,841-68.0% | $2,504-63.7% | $4,156-78.1% |
| Participant deferral / active EE | $1,009 | $5,180-80.5% | $4,559-77.9% | $6,407-84.2% |
| Admin fee / account holder | $48 | $9,725-99.5% | $8,342-99.4% | $12,270-99.6% |