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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 | $9,284 | $58,234-84.1% | $81,783-88.6% | $80,874-88.5% |
| Participation rate | 33.3% | 63.4%-30.1pp | 72.4%-39.0pp | 67.6%-34.3pp |
| Annual return | 11.17% | 41.70%-30.5pp | 775.05%-763.9pp | 35.62%-24.5pp |
| Employer contribution / active EE | $757 | $2,341-67.7% | $2,913-74.0% | $2,756-72.5% |
| Participant deferral / active EE | $1,014 | $3,283-69.1% | $4,320-76.5% | $4,297-76.4% |
| Admin fee / account holder | $112 | $4,982-97.8% | $7,380-98.5% | $6,935-98.4% |