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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 | $58,258-84.1% | $81,820-88.7% | $80,925-88.5% |
| Participation rate | 33.3% | 63.5%-30.1pp | 72.4%-39.1pp | 67.7%-34.3pp |
| Annual return | 11.17% | 41.76%-30.6pp | 777.93%-766.8pp | 35.65%-24.5pp |
| Employer contribution / active EE | $757 | $2,345-67.7% | $2,915-74.0% | $2,756-72.5% |
| Participant deferral / active EE | $1,014 | $3,284-69.1% | $4,323-76.5% | $4,299-76.4% |
| Admin fee / account holder | $112 | $4,976-97.8% | $7,391-98.5% | $6,940-98.4% |