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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 | $33,964 | $110,379-69.2% | $102,412-66.8% | $145,884-76.7% |
| Participation rate | 68.2% | 77.9%-9.7pp | 74.5%-6.3pp | 80.3%-12.1pp |
| Annual return | 10.60% | 24.84%-14.2pp | 24.94%-14.3pp | 551.85%-541.3pp |
| Employer contribution / active EE | $1,286 | $4,216-69.5% | $3,870-66.8% | $4,662-72.4% |
| Participant deferral / active EE | $3,128 | $5,622-44.4% | $5,060-38.2% | $6,690-53.2% |
| Admin fee / account holder | $72 | $9,745-99.3% | $8,388-99.1% | $13,392-99.5% |