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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 | $8,685 | $100,203-91.3% | $85,240-89.8% | $145,897-94.0% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 17.07% | 84.28%-67.2pp | 66.75%-49.7pp | 552.29%-535.2pp |
| Employer contribution / active EE | $868 | $3,242-73.2% | $2,735-68.3% | $4,663-81.4% |
| Participant deferral / active EE | $1,866 | $5,299-64.8% | $4,527-58.8% | $6,689-72.1% |
| Admin fee / account holder | $20 | $7,265-99.7% | $6,165-99.7% | $13,390-99.9% |