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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 | $8,827 | $109,908-92.0% | $97,161-90.9% | $145,978-94.0% |
| Participation rate | 36.4% | 75.9%-39.6pp | 72.7%-36.3pp | 80.3%-43.9pp |
| Annual return | 11.05% | 243.80%-232.8pp | 75.36%-64.3pp | 550.52%-539.5pp |
| Employer contribution / active EE | $394 | $3,077-87.2% | $2,723-85.5% | $4,662-91.5% |
| Participant deferral / active EE | $969 | $4,679-79.3% | $4,265-77.3% | $6,690-85.5% |
| Admin fee / account holder | $200 | $6,213-96.8% | $5,647-96.5% | $13,400-98.5% |