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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 | $29,670-77.3% | $56,054-88.0% | $80,911-91.7% |
| Participation rate | 9.6% | 41.7%-32.0pp | 52.5%-42.8pp | 67.6%-58.0pp |
| Annual return | 14.34% | 35.24%-20.9pp | 1705.95%-1691.6pp | 35.63%-21.3pp |
| Employer contribution / active EE | $95 | $670-85.8% | $1,039-90.8% | $2,756-96.5% |
| Participant deferral / active EE | $337 | $1,227-72.5% | $1,952-82.7% | $4,297-92.2% |
| Admin fee / account holder | $49 | $2,431-98.0% | $2,822-98.3% | $6,935-99.3% |