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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 | $3,556 | $104,650-96.6% | $83,854-95.8% | $155,188-97.7% |
| Participation rate | 9.5% | 65.1%-55.6pp | 59.1%-49.6pp | 80.8%-71.3pp |
| Annual return | 36.38% | 28.97%+7.4pp | 31.39%+5.0pp | 148.84%-112.5pp |
| Employer contribution / active EE | $223 | $1,196-81.3% | $1,017-78.0% | $4,248-94.7% |
| Participant deferral / active EE | $257 | $2,367-89.2% | $2,035-87.4% | $6,531-96.1% |
| Admin fee / account holder | $17 | $3,518-99.5% | $3,197-99.5% | $14,480-99.9% |