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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 | $52,397 | $96,965-46.0% | $97,995-46.5% | $147,586-64.5% |
| Participation rate | 66.7% | 83.6%-17.0pp | 82.4%-15.7pp | 82.8%-16.2pp |
| Annual return | 17.50% | 24.11%-6.6pp | 23.94%-6.4pp | 578.59%-561.1pp |
| Employer contribution / active EE | $1,638 | $4,536-63.9% | $4,158-60.6% | $4,876-66.4% |
| Participant deferral / active EE | $3,479 | $5,081-31.5% | $5,097-31.7% | $5,439-36.0% |
| Admin fee / account holder | $18 | $8,120-99.8% | $5,943-99.7% | $10,886-99.8% |