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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 | $7,863 | $114,013-93.1% | $103,693-92.4% | $155,188-94.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 80.8%-30.8pp |
| Annual return | 22.94% | 49.31%-26.4pp | 47.61%-24.7pp | 148.84%-125.9pp |
| Employer contribution / active EE | $798 | $3,131-74.5% | $2,920-72.7% | $4,248-81.2% |
| Participant deferral / active EE | $1,235 | $4,970-75.1% | $4,579-73.0% | $6,531-81.1% |
| Admin fee / account holder | $36 | $8,407-99.6% | $7,858-99.5% | $14,480-99.8% |