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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 | $54,898 | $96,965-43.4% | $97,995-44.0% | $147,586-62.8% |
| Participation rate | 69.2% | 83.6%-14.4pp | 82.4%-13.2pp | 82.8%-13.6pp |
| Annual return | 15.29% | 24.11%-8.8pp | 23.94%-8.6pp | 578.59%-563.3pp |
| Employer contribution / active EE | $1,593 | $4,536-64.9% | $4,158-61.7% | $4,876-67.3% |
| Participant deferral / active EE | $2,505 | $5,081-50.7% | $5,097-50.8% | $5,439-53.9% |
| Admin fee / account holder | $87 | $8,120-98.9% | $5,943-98.5% | $10,886-99.2% |