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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 | $28,751 | $102,245-71.9% | $89,340-67.8% | $137,256-79.1% |
| Participation rate | 50.0% | 74.9%-24.9pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 17.28% | 21.89%-4.6pp | 20.57%-3.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $1,347 | $2,529-46.7% | $2,231-39.6% | $4,156-67.6% |
| Participant deferral / active EE | $1,759 | $4,436-60.3% | $3,823-54.0% | $6,407-72.5% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |