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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 | $14,128 | $69,541-79.7% | $59,899-76.4% | $135,380-89.6% |
| Participation rate | 65.2% | 77.8%-12.6pp | 74.7%-9.5pp | 82.6%-17.4pp |
| Annual return | 9.62% | 7.95%+1.7pp | 3.46%+6.2pp | 519.81%-510.2pp |
| Employer contribution / active EE | $4,661 | $3,236+44.0% | $2,723+71.2% | $4,779-2.5% |
| Participant deferral / active EE | $783 | $4,206-81.4% | $3,402-77.0% | $5,609-86.0% |
| Admin fee / account holder | $5 | $5,737-99.9% | $3,592-99.9% | $10,828-100.0% |