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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 | $25,697 | $124,351-79.3% | $109,188-76.5% | $167,553-84.7% |
| Participation rate | 66.7% | 79.4%-12.8pp | 75.9%-9.2pp | 82.1%-15.4pp |
| Annual return | 13.19% | 26.04%-12.9pp | 25.76%-12.6pp | 478.89%-465.7pp |
| Employer contribution / active EE | $974 | $4,210-76.9% | $3,723-73.8% | $4,840-79.9% |
| Participant deferral / active EE | $2,060 | $5,257-60.8% | $4,654-55.7% | $6,343-67.5% |
| Admin fee / account holder | $52 | $7,975-99.3% | $6,755-99.2% | $12,316-99.6% |