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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 | $7,596 | $29,667-74.4% | $56,441-86.5% | $80,874-90.6% |
| Participation rate | 30.0% | 41.7%-11.7pp | 52.5%-22.5pp | 67.6%-37.6pp |
| Annual return | 15.45% | 35.22%-19.8pp | 1704.21%-1688.8pp | 35.62%-20.2pp |
| Employer contribution / active EE | $240 | $669-64.2% | $1,039-76.9% | $2,756-91.3% |
| Participant deferral / active EE | $764 | $1,227-37.7% | $1,953-60.9% | $4,297-82.2% |
| Admin fee / account holder | $256 | $2,429-89.5% | $2,829-90.9% | $6,935-96.3% |