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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 | $8,203 | $39,028-79.0% | $80,741-89.8% | $85,847-90.4% |
| Participation rate | 38.5% | 41.6%-3.1pp | 54.2%-15.7pp | 69.3%-30.9pp |
| Annual return | 25.61% | 26.31%-0.7pp | 87.30%-61.7pp | 318.61%-293.0pp |
| Employer contribution / active EE | $594 | $722-17.8% | $1,160-48.8% | $2,565-76.9% |
| Participant deferral / active EE | $1,368 | $1,326+3.2% | $2,145-36.2% | $3,952-65.4% |
| Admin fee / account holder | $1 | $2,429-99.9% | $3,380-100.0% | $6,261-100.0% |