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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 | $21,255 | $211,224-89.9% | $178,505-88.1% | $145,897-85.4% |
| Participation rate | 36.8% | 80.8%-44.0pp | 77.1%-40.3pp | 80.3%-43.5pp |
| Annual return | 12.33% | 30.28%-17.9pp | 27.16%-14.8pp | 552.29%-540.0pp |
| Employer contribution / active EE | $860 | $4,577-81.2% | $3,955-78.3% | $4,663-81.6% |
| Participant deferral / active EE | $1,293 | $6,966-81.4% | $6,280-79.4% | $6,689-80.7% |
| Admin fee / account holder | $124 | $12,109-99.0% | $10,428-98.8% | $13,390-99.1% |