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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 | $29,667-73.1% | $56,441-85.9% | $80,874-90.1% |
| Participation rate | 12.9% | 41.7%-28.8pp | 52.5%-39.6pp | 67.6%-54.7pp |
| Annual return | 18.36% | 35.22%-16.9pp | 1704.21%-1685.9pp | 35.62%-17.3pp |
| Employer contribution / active EE | $244 | $669-63.5% | $1,039-76.5% | $2,756-91.1% |
| Participant deferral / active EE | $305 | $1,227-75.1% | $1,953-84.4% | $4,297-92.9% |
| Admin fee / account holder | $152 | $2,429-93.7% | $2,829-94.6% | $6,935-97.8% |