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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 | $24,750 | $90,486-72.6% | $78,676-68.5% | $273,972-91.0% |
| Participation rate | 55.6% | 76.5%-21.0pp | 73.6%-18.0pp | 83.0%-27.5pp |
| Annual return | 9.77% | 75.62%-65.9pp | 62.19%-52.4pp | 41.46%-31.7pp |
| Employer contribution / active EE | $1,357 | $3,175-57.3% | $2,850-52.4% | $4,869-72.1% |
| Participant deferral / active EE | $1,762 | $3,901-54.8% | $3,517-49.9% | $5,287-66.7% |
| Admin fee / account holder | $222 | $5,263-95.8% | $4,510-95.1% | $10,133-97.8% |