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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 | $8,604 | $67,823-87.3% | $52,425-83.6% | $137,256-93.7% |
| Participation rate | 42.9% | 63.9%-21.1pp | 55.6%-12.8pp | 80.0%-37.1pp |
| Annual return | 20.35% | 219.11%-198.8pp | 302.12%-281.8pp | 220.34%-200.0pp |
| Employer contribution / active EE | $740 | $1,163-36.4% | $914-19.1% | $4,156-82.2% |
| Participant deferral / active EE | $740 | $2,288-67.7% | $1,790-58.7% | $6,407-88.5% |
| Admin fee / account holder | $36 | $2,844-98.7% | $2,495-98.5% | $12,270-99.7% |