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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 | $19,444 | $90,606-78.5% | $79,466-75.5% | $135,379-85.6% |
| Participation rate | 59.1% | 76.0%-17.0pp | 73.3%-14.3pp | 82.6%-23.6pp |
| Annual return | 8.49% | 977.69%-969.2pp | 718.28%-709.8pp | 519.79%-511.3pp |
| Employer contribution / active EE | $306 | $3,068-90.0% | $2,800-89.1% | $4,779-93.6% |
| Participant deferral / active EE | $2,092 | $4,050-48.3% | $3,704-43.5% | $5,609-62.7% |
| Admin fee / account holder | $4 | $5,895-99.9% | $5,104-99.9% | $10,828-100.0% |