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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 | $7,525 | $113,174-93.4% | - | $145,897-94.8% |
| Participation rate | 31.8% | 68.8%-37.0pp | - | 80.3%-48.5pp |
| Annual return | 14.54% | 21.70%-7.2pp | - | 552.29%-537.7pp |
| Employer contribution / active EE | $241 | $5,760-95.8% | - | $4,663-94.8% |
| Participant deferral / active EE | $1,132 | $5,566-79.7% | - | $6,689-83.1% |
| Admin fee / account holder | $173 | $6,302-97.3% | - | $13,390-98.7% |