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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 | $7,218 | $87,166-91.7% | $76,735-90.6% | $137,256-94.7% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.5%-9.5pp | 80.0%-20.0pp |
| Annual return | 20.48% | 26.50%-6.0pp | 29.77%-9.3pp | 220.34%-199.9pp |
| Employer contribution / active EE | $697 | $2,904-76.0% | $2,454-71.6% | $4,156-83.2% |
| Participant deferral / active EE | $1,294 | $4,726-72.6% | $4,088-68.3% | $6,407-79.8% |
| Admin fee / account holder | $42 | $8,403-99.5% | $7,189-99.4% | $12,270-99.7% |