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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 | $94,439-97.6% | $73,658-97.0% | $154,746-98.6% |
| Participation rate | 37.5% | 64.7%-27.2pp | 57.0%-19.5pp | 80.7%-43.2pp |
| Annual return | 43.28% | 28.25%+15.0pp | 29.72%+13.6pp | 172.34%-129.1pp |
| Employer contribution / active EE | $243 | $1,257-80.7% | $1,032-76.5% | $4,379-94.4% |
| Participant deferral / active EE | $1,075 | $2,527-57.5% | $2,062-47.9% | $6,730-84.0% |
| Admin fee / account holder | $114 | $3,843-97.0% | $3,357-96.6% | $14,365-99.2% |