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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 | $34,646 | $110,337-68.6% | $102,383-66.2% | $145,877-76.2% |
| Participation rate | 61.5% | 77.9%-16.4pp | 74.5%-13.0pp | 80.3%-18.8pp |
| Annual return | 10.67% | 24.83%-14.2pp | 24.94%-14.3pp | 551.28%-540.6pp |
| Employer contribution / active EE | $1,526 | $4,216-63.8% | $3,870-60.6% | $4,663-67.3% |
| Participant deferral / active EE | $3,099 | $5,621-44.9% | $5,060-38.7% | $6,691-53.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |