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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 | $26,190 | $110,379-76.3% | $102,412-74.4% | $145,884-82.0% |
| Participation rate | 41.7% | 77.9%-36.3pp | 74.5%-32.8pp | 80.3%-38.6pp |
| Annual return | 10.19% | 24.84%-14.6pp | 24.94%-14.7pp | 551.85%-541.7pp |
| Employer contribution / active EE | $1,082 | $4,216-74.3% | $3,870-72.0% | $4,662-76.8% |
| Participant deferral / active EE | $4,375 | $5,622-22.2% | $5,060-13.5% | $6,690-34.6% |
| Admin fee / account holder | $121 | $9,745-98.8% | $8,388-98.6% | $13,392-99.1% |