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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 | $8,604 | $94,439-90.9% | $73,658-88.3% | $154,746-94.4% |
| Participation rate | 42.9% | 64.7%-21.8pp | 57.0%-14.2pp | 80.7%-37.8pp |
| Annual return | 20.35% | 28.25%-7.9pp | 29.72%-9.4pp | 172.34%-152.0pp |
| Employer contribution / active EE | $740 | $1,257-41.2% | $1,032-28.3% | $4,379-83.1% |
| Participant deferral / active EE | $740 | $2,527-70.7% | $2,062-64.1% | $6,730-89.0% |
| Admin fee / account holder | $36 | $3,843-99.1% | $3,357-98.9% | $14,365-99.7% |