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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 | $16,814 | $90,486-81.4% | $78,676-78.6% | $273,972-93.9% |
| Participation rate | 22.7% | 76.5%-53.8pp | 73.6%-50.8pp | 83.0%-60.3pp |
| Annual return | 8.48% | 75.62%-67.1pp | 62.19%-53.7pp | 41.46%-33.0pp |
| Employer contribution / active EE | $664 | $3,175-79.1% | $2,850-76.7% | $4,869-86.4% |
| Participant deferral / active EE | $771 | $3,901-80.2% | $3,517-78.1% | $5,287-85.4% |
| Admin fee / account holder | $122 | $5,263-97.7% | $4,510-97.3% | $10,133-98.8% |