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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 | $58,311-84.1% | $81,882-88.7% | $80,959-88.5% |
| Participation rate | 33.3% | 63.5%-30.2pp | 72.4%-39.1pp | 67.7%-34.3pp |
| Annual return | 11.17% | 41.85%-30.7pp | 779.47%-768.3pp | 35.67%-24.5pp |
| Employer contribution / active EE | $757 | $2,347-67.7% | $2,916-74.0% | $2,757-72.5% |
| Participant deferral / active EE | $1,014 | $3,287-69.2% | $4,323-76.6% | $4,300-76.4% |
| Admin fee / account holder | $112 | $4,752-97.6% | $7,360-98.5% | $6,925-98.4% |