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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 | $88,754-89.5% | $81,820-88.7% | $145,877-93.6% |
| Participation rate | 46.2% | 75.1%-28.9pp | 72.4%-26.2pp | 80.3%-34.1pp |
| Annual return | 15.00% | 1031.77%-1016.8pp | 777.93%-762.9pp | 551.28%-536.3pp |
| Employer contribution / active EE | $408 | $3,085-86.8% | $2,915-86.0% | $4,663-91.3% |
| Participant deferral / active EE | $1,822 | $4,648-60.8% | $4,323-57.9% | $6,691-72.8% |
| Admin fee / account holder | $165 | $8,424-98.0% | $7,391-97.8% | $13,402-98.8% |