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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 | $11,633 | $77,449-85.0% | $69,483-83.3% | $152,909-92.4% |
| Participation rate | 66.7% | 78.1%-11.4pp | 74.6%-7.9pp | 82.5%-15.8pp |
| Annual return | 17.47% | 39.09%-21.6pp | 28.99%-11.5pp | 345.46%-328.0pp |
| Employer contribution / active EE | $433 | $3,316-86.9% | $2,780-84.4% | $4,764-90.9% |
| Participant deferral / active EE | $0 | $4,415-100.0% | $3,537-100.0% | $5,851-100.0% |
| Admin fee / account holder | $60 | $6,210-99.0% | $3,841-98.4% | $11,601-99.5% |