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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 | $7,982 | $67,823-88.2% | $52,425-84.8% | $137,256-94.2% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 23.97% | 219.11%-195.1pp | 302.12%-278.1pp | 220.34%-196.4pp |
| Employer contribution / active EE | $130 | $1,163-88.8% | $914-85.8% | $4,156-96.9% |
| Participant deferral / active EE | $435 | $2,288-81.0% | $1,790-75.7% | $6,407-93.2% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |