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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 | $14,566 | $90,486-83.9% | $78,676-81.5% | $273,972-94.7% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 11.15% | 75.62%-64.5pp | 62.19%-51.0pp | 41.46%-30.3pp |
| Employer contribution / active EE | $2,138 | $3,175-32.7% | $2,850-25.0% | $4,869-56.1% |
| Participant deferral / active EE | $2,907 | $3,901-25.5% | $3,517-17.3% | $5,287-45.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |