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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 | $112,184-93.3% | - | $145,884-94.8% |
| Participation rate | 31.8% | 68.9%-37.1pp | - | 80.3%-48.5pp |
| Annual return | 14.54% | 21.73%-7.2pp | - | 551.85%-537.3pp |
| Employer contribution / active EE | $241 | $5,728-95.8% | - | $4,662-94.8% |
| Participant deferral / active EE | $1,132 | $5,637-79.9% | - | $6,690-83.1% |
| Admin fee / account holder | $173 | $6,256-97.2% | - | $13,392-98.7% |