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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 | $8,273 | $37,436-77.9% | $77,513-89.3% | $79,858-89.6% |
| Participation rate | 11.5% | 41.5%-30.1pp | 54.2%-42.7pp | 69.6%-58.2pp |
| Annual return | 30.85% | 39.75%-8.9pp | 54.81%-24.0pp | 31.72%-0.9pp |
| Employer contribution / active EE | $233 | $637-63.4% | $987-76.4% | $2,471-90.6% |
| Participant deferral / active EE | $454 | $1,261-64.0% | $1,861-75.6% | $3,740-87.9% |
| Admin fee / account holder | $3 | $2,505-99.9% | $2,859-99.9% | $5,306-99.9% |