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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 | $12,485 | $110,410-88.7% | $102,437-87.8% | $145,897-91.4% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 22.70% | 24.85%-2.2pp | 24.95%-2.2pp | 552.29%-529.6pp |
| Employer contribution / active EE | $1,783 | $4,217-57.7% | $3,871-53.9% | $4,663-61.8% |
| Participant deferral / active EE | $2,131 | $5,622-62.1% | $5,060-57.9% | $6,689-68.1% |
| Admin fee / account holder | $19 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |