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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 | $2,238 | $104,650-97.9% | $83,854-97.3% | $155,188-98.6% |
| Participation rate | 37.5% | 65.1%-27.6pp | 59.1%-21.6pp | 80.8%-43.3pp |
| Annual return | 43.28% | 28.97%+14.3pp | 31.39%+11.9pp | 148.84%-105.6pp |
| Employer contribution / active EE | $243 | $1,196-79.7% | $1,017-76.1% | $4,248-94.3% |
| Participant deferral / active EE | $1,075 | $2,367-54.6% | $2,035-47.2% | $6,531-83.5% |
| Admin fee / account holder | $114 | $3,518-96.8% | $3,197-96.4% | $14,480-99.2% |