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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 | $7,976 | $29,716-73.2% | $56,077-85.8% | $80,925-90.1% |
| Participation rate | 12.9% | 41.7%-28.8pp | 52.5%-39.6pp | 67.7%-54.8pp |
| Annual return | 18.36% | 35.30%-16.9pp | 1709.28%-1690.9pp | 35.65%-17.3pp |
| Employer contribution / active EE | $244 | $671-63.6% | $1,040-76.5% | $2,756-91.1% |
| Participant deferral / active EE | $305 | $1,228-75.2% | $1,954-84.4% | $4,299-92.9% |
| Admin fee / account holder | $152 | $2,432-93.7% | $2,825-94.6% | $6,940-97.8% |