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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 | $13,921 | $96,956-85.6% | $69,779-80.0% | $273,972-94.9% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.8%-21.8pp | 83.0%-33.0pp |
| Annual return | 24.58% | 12.93%+11.6pp | 12.99%+11.6pp | 41.46%-16.9pp |
| Employer contribution / active EE | $1,038 | $3,316-68.7% | $2,338-55.6% | $4,869-78.7% |
| Participant deferral / active EE | $2,436 | $3,744-34.9% | $2,931-16.9% | $5,287-53.9% |
| Admin fee / account holder | $6 | $7,934-99.9% | $4,381-99.9% | $10,133-99.9% |