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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 | $26,454 | $100,970-73.8% | $96,576-72.6% | $137,256-80.7% |
| Participation rate | 60.0% | 82.6%-22.6pp | 81.4%-21.4pp | 80.0%-20.0pp |
| Annual return | 29.00% | 38.16%-9.2pp | 38.47%-9.5pp | 220.34%-191.3pp |
| Employer contribution / active EE | $1,451 | $3,809-61.9% | $3,553-59.2% | $4,156-65.1% |
| Participant deferral / active EE | $5,749 | $8,286-30.6% | $7,956-27.7% | $6,407-10.3% |
| Admin fee / account holder | $46 | $11,312-99.6% | $11,381-99.6% | $12,270-99.6% |