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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 | $19,078 | $111,814-82.9% | $103,378-81.5% | $145,978-86.9% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 12.46% | 24.80%-12.3pp | 24.91%-12.4pp | 550.52%-538.1pp |
| Employer contribution / active EE | $1,398 | $4,215-66.8% | $3,870-63.9% | $4,662-70.0% |
| Participant deferral / active EE | $3,143 | $5,618-44.1% | $5,058-37.9% | $6,690-53.0% |
| Admin fee / account holder | $155 | $9,764-98.4% | $8,401-98.2% | $13,400-98.8% |