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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 | $3,064 | $94,439-96.8% | $73,658-95.8% | $154,746-98.0% |
| Participation rate | 60.0% | 64.7%-4.7pp | 57.0%+3.0pp | 80.7%-20.7pp |
| Annual return | 24.54% | 28.25%-3.7pp | 29.72%-5.2pp | 172.34%-147.8pp |
| Employer contribution / active EE | $359 | $1,257-71.5% | $1,032-65.3% | $4,379-91.8% |
| Participant deferral / active EE | $548 | $2,527-78.3% | $2,062-73.4% | $6,730-91.9% |
| Admin fee / account holder | $6 | $3,843-99.8% | $3,357-99.8% | $14,365-100.0% |