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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 | $5,683 | $36,948-84.6% | $73,658-92.3% | $87,485-93.5% |
| Participation rate | 63.0% | 46.8%+16.1pp | 57.0%+5.9pp | 68.9%-6.0pp |
| Annual return | 43.90% | 28.64%+15.3pp | 29.72%+14.2pp | 26.06%+17.8pp |
| Employer contribution / active EE | $1,105 | $670+64.9% | $1,032+7.0% | $2,596-57.4% |
| Participant deferral / active EE | $1,167 | $1,379-15.3% | $2,062-43.4% | $4,274-72.7% |
| Admin fee / account holder | $0 | $2,531-100.0% | $3,357-100.0% | $7,775-100.0% |