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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 | $7,502 | $28,624-73.8% | $53,647-86.0% | $82,637-90.9% |
| Participation rate | 43.1% | 47.3%-4.1pp | 56.3%-13.1pp | 68.1%-24.9pp |
| Annual return | 31.31% | 664.98%-633.7pp | 358.33%-327.0pp | 53.51%-22.2pp |
| Employer contribution / active EE | $740 | $637+16.3% | $962-23.0% | $2,552-71.0% |
| Participant deferral / active EE | $1,113 | $1,196-7.0% | $1,813-38.6% | $4,126-73.0% |
| Admin fee / account holder | $167 | $2,022-91.7% | $2,460-93.2% | $7,339-97.7% |