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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 | $15,598 | $211,288-92.6% | $178,540-91.3% | $145,884-89.3% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 14.26% | 30.27%-16.0pp | 27.15%-12.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $1,310 | $4,574-71.3% | $3,953-66.8% | $4,662-71.9% |
| Participant deferral / active EE | $1,657 | $6,967-76.2% | $6,281-73.6% | $6,690-75.2% |
| Admin fee / account holder | $102 | $12,105-99.2% | $10,424-99.0% | $13,392-99.2% |