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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 | $9,720 | $37,446-74.0% | $77,552-87.5% | $79,856-87.8% |
| Participation rate | 18.2% | 41.5%-23.3pp | 54.2%-36.0pp | 69.6%-51.5pp |
| Annual return | 57.34% | 39.76%+17.6pp | 54.82%+2.5pp | 31.71%+25.6pp |
| Employer contribution / active EE | $393 | $637-38.3% | $987-60.2% | $2,471-84.1% |
| Participant deferral / active EE | $738 | $1,261-41.5% | $1,861-60.3% | $3,741-80.3% |
| Admin fee / account holder | $5 | $2,506-99.8% | $2,859-99.8% | $5,306-99.9% |