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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 | $15,785 | $85,024-81.4% | $70,544-77.6% | $139,466-88.7% |
| Participation rate | 61.5% | 73.9%-12.4pp | 68.4%-6.8pp | 80.3%-18.8pp |
| Annual return | 21.55% | 30.39%-8.8pp | 32.79%-11.2pp | 373.66%-352.1pp |
| Employer contribution / active EE | $1,417 | $3,912-63.8% | $2,976-52.4% | $4,754-70.2% |
| Participant deferral / active EE | $3,083 | $5,891-47.7% | $4,568-32.5% | $6,712-54.1% |
| Admin fee / account holder | $73 | $8,928-99.2% | $6,427-98.9% | $11,409-99.4% |