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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 | $34,860 | $106,247-67.2% | $96,515-63.9% | $139,466-75.0% |
| Participation rate | 61.1% | 77.8%-16.7pp | 74.3%-13.2pp | 80.3%-19.2pp |
| Annual return | 21.98% | 38.47%-16.5pp | 35.73%-13.8pp | 373.66%-351.7pp |
| Employer contribution / active EE | $1,690 | $4,106-58.8% | $3,740-54.8% | $4,754-64.5% |
| Participant deferral / active EE | $4,047 | $5,456-25.8% | $4,880-17.1% | $6,712-39.7% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |