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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 | $8,820 | $34,316-74.3% | $74,723-88.2% | $72,976-87.9% |
| Participation rate | 21.3% | 42.4%-21.1pp | 54.5%-33.1pp | 69.5%-48.1pp |
| Annual return | 28.87% | 26.58%+2.3pp | 753.18%-724.3pp | 81.02%-52.1pp |
| Employer contribution / active EE | $414 | $692-40.2% | $1,084-61.8% | $2,440-83.0% |
| Participant deferral / active EE | $726 | $1,272-42.9% | $1,962-63.0% | $3,608-79.9% |
| Admin fee / account holder | $219 | $2,125-89.7% | $3,335-93.4% | $5,124-95.7% |