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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 | $9,630 | $108,201-91.1% | $77,498-87.6% | $158,931-93.9% |
| Participation rate | 52.2% | 64.4%-12.2pp | 54.2%-2.0pp | 82.0%-29.8pp |
| Annual return | 21.80% | 31.68%-9.9pp | 54.79%-33.0pp | 302.86%-281.1pp |
| Employer contribution / active EE | $702 | $1,325-47.1% | $987-28.9% | $4,761-85.3% |
| Participant deferral / active EE | $1,804 | $2,457-26.6% | $1,861-3.1% | $5,982-69.8% |
| Admin fee / account holder | $63 | $3,709-98.3% | $2,858-97.8% | $11,247-99.4% |