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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 | $4,715 | $94,439-95.0% | $73,658-93.6% | $154,746-97.0% |
| Participation rate | 38.5% | 64.7%-26.2pp | 57.0%-18.6pp | 80.7%-42.2pp |
| Annual return | 20.93% | 28.25%-7.3pp | 29.72%-8.8pp | 172.34%-151.4pp |
| Employer contribution / active EE | $133 | $1,257-89.4% | $1,032-87.1% | $4,379-97.0% |
| Participant deferral / active EE | $333 | $2,527-86.8% | $2,062-83.8% | $6,730-95.0% |
| Admin fee / account holder | $27 | $3,843-99.3% | $3,357-99.2% | $14,365-99.8% |