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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 | $104,650-95.5% | $83,854-94.4% | $155,188-97.0% |
| Participation rate | 38.5% | 65.1%-26.6pp | 59.1%-20.6pp | 80.8%-42.3pp |
| Annual return | 20.93% | 28.97%-8.0pp | 31.39%-10.5pp | 148.84%-127.9pp |
| Employer contribution / active EE | $133 | $1,196-88.9% | $1,017-86.9% | $4,248-96.9% |
| Participant deferral / active EE | $333 | $2,367-85.9% | $2,035-83.6% | $6,531-94.9% |
| Admin fee / account holder | $27 | $3,518-99.2% | $3,197-99.1% | $14,480-99.8% |