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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 | $6,725 | $29,736-77.4% | $56,033-88.0% | $80,935-91.7% |
| Participation rate | 9.6% | 41.7%-32.1pp | 52.5%-42.9pp | 67.7%-58.0pp |
| Annual return | 14.34% | 35.28%-20.9pp | 1711.38%-1697.0pp | 35.66%-21.3pp |
| Employer contribution / active EE | $95 | $671-85.8% | $1,041-90.9% | $2,757-96.5% |
| Participant deferral / active EE | $337 | $1,228-72.6% | $1,954-82.8% | $4,299-92.2% |
| Admin fee / account holder | $49 | $2,434-98.0% | $2,827-98.3% | $6,924-99.3% |