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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 | $5,092 | $94,439-94.6% | $73,658-93.1% | $154,746-96.7% |
| Participation rate | 42.9% | 64.7%-21.8pp | 57.0%-14.2pp | 80.7%-37.8pp |
| Annual return | 16.21% | 28.25%-12.0pp | 29.72%-13.5pp | 172.34%-156.1pp |
| Employer contribution / active EE | $403 | $1,257-67.9% | $1,032-60.9% | $4,379-90.8% |
| Participant deferral / active EE | $482 | $2,527-80.9% | $2,062-76.6% | $6,730-92.8% |
| Admin fee / account holder | $41 | $3,843-98.9% | $3,357-98.8% | $14,365-99.7% |