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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 | $13,164 | $110,337-88.1% | $102,383-87.1% | $145,877-91.0% |
| Participation rate | 53.8% | 77.9%-24.1pp | 74.5%-20.7pp | 80.3%-26.5pp |
| Annual return | 20.67% | 24.83%-4.2pp | 24.94%-4.3pp | 551.28%-530.6pp |
| Employer contribution / active EE | $1,269 | $4,216-69.9% | $3,870-67.2% | $4,663-72.8% |
| Participant deferral / active EE | $2,644 | $5,621-53.0% | $5,060-47.7% | $6,691-60.5% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |