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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 | $53,537 | $124,425-57.0% | $112,040-52.2% | $137,256-61.0% |
| Participation rate | 66.7% | 79.3%-12.6pp | 76.5%-9.8pp | 80.0%-13.3pp |
| Annual return | 12.24% | 24.72%-12.5pp | 24.52%-12.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,290 | $3,411-62.2% | $2,954-56.3% | $4,156-69.0% |
| Participant deferral / active EE | $2,056 | $5,718-64.0% | $5,098-59.7% | $6,407-67.9% |
| Admin fee / account holder | $66 | $15,207-99.6% | $12,098-99.5% | $12,270-99.5% |