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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 | $9,351 | $108,226-91.4% | $77,513-87.9% | $158,950-94.1% |
| Participation rate | 36.4% | 64.4%-28.1pp | 54.2%-17.8pp | 82.0%-45.6pp |
| Annual return | 27.68% | 31.67%-4.0pp | 54.81%-27.1pp | 302.91%-275.2pp |
| Employer contribution / active EE | $297 | $1,325-77.6% | $987-69.9% | $4,762-93.8% |
| Participant deferral / active EE | $909 | $2,456-63.0% | $1,861-51.2% | $5,983-84.8% |
| Admin fee / account holder | $33 | $3,710-99.1% | $2,859-98.8% | $11,248-99.7% |