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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 | $3,489 | $94,439-96.3% | $73,658-95.3% | $154,746-97.7% |
| Participation rate | 50.0% | 64.7%-14.7pp | 57.0%-7.0pp | 80.7%-30.7pp |
| Annual return | 25.93% | 28.25%-2.3pp | 29.72%-3.8pp | 172.34%-146.4pp |
| Employer contribution / active EE | $254 | $1,257-79.8% | $1,032-75.4% | $4,379-94.2% |
| Participant deferral / active EE | $418 | $2,527-83.5% | $2,062-79.7% | $6,730-93.8% |
| Admin fee / account holder | $19 | $3,843-99.5% | $3,357-99.4% | $14,365-99.9% |