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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 | $29,362 | $106,247-72.4% | $96,515-69.6% | $139,466-78.9% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 15.15% | 38.47%-23.3pp | 35.73%-20.6pp | 373.66%-358.5pp |
| Employer contribution / active EE | $2,058 | $4,106-49.9% | $3,740-45.0% | $4,754-56.7% |
| Participant deferral / active EE | $2,252 | $5,456-58.7% | $4,880-53.9% | $6,712-66.5% |
| Admin fee / account holder | $268 | $7,885-96.6% | $6,735-96.0% | $11,409-97.6% |