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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 | $18,930 | $104,694-81.9% | $85,709-77.9% | $167,536-88.7% |
| Participation rate | 41.7% | 76.4%-34.7pp | 69.9%-28.2pp | 82.1%-40.4pp |
| Annual return | 21.95% | 21.45%+0.5pp | 21.49%+0.5pp | 478.82%-456.9pp |
| Employer contribution / active EE | $1,134 | $3,337-66.0% | $2,619-56.7% | $4,839-76.6% |
| Participant deferral / active EE | $3,870 | $4,826-19.8% | $3,924-1.4% | $6,342-39.0% |
| Admin fee / account holder | $136 | $10,035-98.6% | $6,876-98.0% | $12,315-98.9% |