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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 | $7,252 | $97,125-92.5% | $86,233-91.6% | $137,256-94.7% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 49.36% | 74.19%-24.8pp | 61.39%-12.0pp | 220.34%-171.0pp |
| Employer contribution / active EE | $400 | $2,841-85.9% | $2,504-84.0% | $4,156-90.4% |
| Participant deferral / active EE | $1,234 | $5,180-76.2% | $4,559-72.9% | $6,407-80.7% |
| Admin fee / account holder | $10 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |