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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 | $13,920 | $90,486-84.6% | $78,676-82.3% | $273,972-94.9% |
| Participation rate | 37.5% | 76.5%-39.0pp | 73.6%-36.1pp | 83.0%-45.5pp |
| Annual return | 21.14% | 75.62%-54.5pp | 62.19%-41.1pp | 41.46%-20.3pp |
| Employer contribution / active EE | $1,267 | $3,175-60.1% | $2,850-55.5% | $4,869-74.0% |
| Participant deferral / active EE | $2,486 | $3,901-36.3% | $3,517-29.3% | $5,287-53.0% |
| Admin fee / account holder | $95 | $5,263-98.2% | $4,510-97.9% | $10,133-99.1% |