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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 | $11,587 | $182,442-93.6% | $163,379-92.9% | $138,895-91.7% |
| Participation rate | 40.0% | 79.8%-39.8pp | 76.8%-36.8pp | 79.9%-39.9pp |
| Annual return | 11.88% | 72.74%-60.9pp | 63.41%-51.5pp | 145.39%-133.5pp |
| Employer contribution / active EE | $786 | $4,159-81.1% | $3,752-79.1% | $4,194-81.3% |
| Participant deferral / active EE | $1,327 | $6,817-80.5% | $6,282-78.9% | $6,396-79.3% |
| Admin fee / account holder | $119 | $10,396-98.9% | $9,818-98.8% | $12,562-99.1% |