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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 | $14,912 | $77,419-80.7% | $69,461-78.5% | $152,870-90.2% |
| Participation rate | 54.5% | 78.1%-23.6pp | 74.6%-20.1pp | 82.4%-27.9pp |
| Annual return | 24.68% | 39.07%-14.4pp | 28.97%-4.3pp | 345.34%-320.7pp |
| Employer contribution / active EE | $1,089 | $3,315-67.2% | $2,779-60.8% | $4,763-77.1% |
| Participant deferral / active EE | $2,573 | $4,414-41.7% | $3,536-27.2% | $5,850-56.0% |
| Admin fee / account holder | $20 | $6,207-99.7% | $3,840-99.5% | $11,597-99.8% |