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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 | $13,770 | $106,247-87.0% | $96,515-85.7% | $139,466-90.1% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 19.54% | 38.47%-18.9pp | 35.73%-16.2pp | 373.66%-354.1pp |
| Employer contribution / active EE | $2,170 | $4,106-47.1% | $3,740-42.0% | $4,754-54.3% |
| Participant deferral / active EE | $3,814 | $5,456-30.1% | $4,880-21.8% | $6,712-43.2% |
| Admin fee / account holder | $87 | $7,885-98.9% | $6,735-98.7% | $11,409-99.2% |