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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 | $67,823-92.5% | $52,425-90.3% | $137,256-96.3% |
| Participation rate | 42.9% | 63.9%-21.1pp | 55.6%-12.8pp | 80.0%-37.1pp |
| Annual return | 16.21% | 219.11%-202.9pp | 302.12%-285.9pp | 220.34%-204.1pp |
| Employer contribution / active EE | $403 | $1,163-65.3% | $914-55.9% | $4,156-90.3% |
| Participant deferral / active EE | $482 | $2,288-79.0% | $1,790-73.1% | $6,407-92.5% |
| Admin fee / account holder | $41 | $2,844-98.5% | $2,495-98.3% | $12,270-99.7% |