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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 | $21,137 | $211,288-90.0% | $178,540-88.2% | $145,884-85.5% |
| Participation rate | 62.5% | 80.8%-18.3pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 9.79% | 30.27%-20.5pp | 27.15%-17.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $1,697 | $4,574-62.9% | $3,953-57.1% | $4,662-63.6% |
| Participant deferral / active EE | $1,977 | $6,967-71.6% | $6,281-68.5% | $6,690-70.4% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |