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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 | $9,601 | $108,695-91.2% | $74,722-87.2% | $152,897-93.7% |
| Participation rate | 31.3% | 65.4%-34.1pp | 54.5%-23.2pp | 82.5%-51.2pp |
| Annual return | 22.95% | 114.11%-91.2pp | 753.11%-730.2pp | 345.43%-322.5pp |
| Employer contribution / active EE | $141 | $1,504-90.7% | $1,084-87.0% | $4,764-97.0% |
| Participant deferral / active EE | $563 | $2,712-79.3% | $1,963-71.3% | $5,851-90.4% |
| Admin fee / account holder | $79 | $4,906-98.4% | $3,335-97.6% | $11,599-99.3% |