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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 | $7,743 | $101,618-92.4% | $93,063-91.7% | $137,256-94.4% |
| Participation rate | 54.5% | 74.9%-20.4pp | 72.1%-17.6pp | 80.0%-25.4pp |
| Annual return | 19.77% | 223.95%-204.2pp | 34.15%-14.4pp | 220.34%-200.6pp |
| Employer contribution / active EE | $557 | $2,707-79.4% | $2,476-77.5% | $4,156-86.6% |
| Participant deferral / active EE | $2,146 | $4,279-49.8% | $3,958-45.8% | $6,407-66.5% |
| Admin fee / account holder | $63 | $6,198-99.0% | $6,033-99.0% | $12,270-99.5% |