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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 | $29,733-74.5% | $56,025-86.4% | $80,959-90.6% |
| Participation rate | 30.0% | 41.7%-11.7pp | 52.5%-22.5pp | 67.7%-37.7pp |
| Annual return | 15.45% | 35.28%-19.8pp | 1712.69%-1697.2pp | 35.67%-20.2pp |
| Employer contribution / active EE | $240 | $672-64.3% | $1,042-77.0% | $2,757-91.3% |
| Participant deferral / active EE | $764 | $1,229-37.9% | $1,955-60.9% | $4,300-82.2% |
| Admin fee / account holder | $256 | $2,434-89.5% | $2,828-90.9% | $6,925-96.3% |