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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 | $8,561 | $92,798-90.8% | $96,707-91.1% | $137,256-93.8% |
| Participation rate | 63.6% | 81.6%-18.0pp | 80.4%-16.7pp | 80.0%-16.3pp |
| Annual return | 24.39% | 31.24%-6.9pp | 34.78%-10.4pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,084 | $4,147-73.9% | $4,191-74.1% | $4,156-73.9% |
| Participant deferral / active EE | $2,752 | $5,877-53.2% | $5,997-54.1% | $6,407-57.0% |
| Admin fee / account holder | $23 | $7,946-99.7% | $7,503-99.7% | $12,270-99.8% |