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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 | $23,907 | $110,379-78.3% | $102,412-76.7% | $145,884-83.6% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.42% | 24.84%-13.4pp | 24.94%-13.5pp | 551.85%-540.4pp |
| Employer contribution / active EE | $1,268 | $4,216-69.9% | $3,870-67.2% | $4,662-72.8% |
| Participant deferral / active EE | $3,160 | $5,622-43.8% | $5,060-37.5% | $6,690-52.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |