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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 | $9,284 | $88,815-89.5% | $81,882-88.7% | $145,897-93.6% |
| Participation rate | 46.2% | 75.1%-28.9pp | 72.4%-26.2pp | 80.3%-34.2pp |
| Annual return | 15.00% | 1033.75%-1018.8pp | 779.47%-764.5pp | 552.29%-537.3pp |
| Employer contribution / active EE | $408 | $3,086-86.8% | $2,916-86.0% | $4,663-91.3% |
| Participant deferral / active EE | $1,822 | $4,647-60.8% | $4,323-57.9% | $6,689-72.8% |
| Admin fee / account holder | $165 | $8,434-98.0% | $7,360-97.8% | $13,390-98.8% |