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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 | $8,146 | $67,823-88.0% | $52,425-84.5% | $137,256-94.1% |
| Participation rate | 50.0% | 63.9%-13.9pp | 55.6%-5.6pp | 80.0%-30.0pp |
| Annual return | 25.12% | 219.11%-194.0pp | 302.12%-277.0pp | 220.34%-195.2pp |
| Employer contribution / active EE | $612 | $1,163-47.4% | $914-33.1% | $4,156-85.3% |
| Participant deferral / active EE | $860 | $2,288-62.4% | $1,790-52.0% | $6,407-86.6% |
| Admin fee / account holder | $257 | $2,844-91.0% | $2,495-89.7% | $12,270-97.9% |