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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 | $26,476 | $96,965-72.7% | $97,995-73.0% | $147,586-82.1% |
| Participation rate | 60.0% | 83.6%-23.6pp | 82.4%-22.4pp | 82.8%-22.8pp |
| Annual return | 22.13% | 24.11%-2.0pp | 23.94%-1.8pp | 578.59%-556.5pp |
| Employer contribution / active EE | $2,284 | $4,536-49.6% | $4,158-45.1% | $4,876-53.2% |
| Participant deferral / active EE | $4,145 | $5,081-18.4% | $5,097-18.7% | $5,439-23.8% |
| Admin fee / account holder | $117 | $8,120-98.6% | $5,943-98.0% | $10,886-98.9% |