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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 | $4,099 | $36,948-88.9% | $73,658-94.4% | $87,485-95.3% |
| Participation rate | 30.6% | 46.8%-16.2pp | 57.0%-26.5pp | 68.9%-38.3pp |
| Annual return | 18.57% | 28.64%-10.1pp | 29.72%-11.2pp | 26.06%-7.5pp |
| Employer contribution / active EE | $263 | $670-60.7% | $1,032-74.5% | $2,596-89.9% |
| Participant deferral / active EE | $565 | $1,379-59.0% | $2,062-72.6% | $4,274-86.8% |
| Admin fee / account holder | $83 | $2,531-96.7% | $3,357-97.5% | $7,775-98.9% |