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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 | $11,682 | $112,729-89.6% | $98,716-88.2% | $137,256-91.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 24.90% | 38.48%-13.6pp | 31.81%-6.9pp | 220.34%-195.4pp |
| Employer contribution / active EE | $617 | $2,725-77.4% | $2,279-72.9% | $4,156-85.2% |
| Participant deferral / active EE | $1,883 | $4,640-59.4% | $4,048-53.5% | $6,407-70.6% |
| Admin fee / account holder | $56 | $10,129-99.5% | $8,703-99.4% | $12,270-99.5% |