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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 | $20,129 | $106,247-81.1% | $96,515-79.1% | $139,466-85.6% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.3%-41.0pp | 80.3%-47.0pp |
| Annual return | 22.53% | 38.47%-15.9pp | 35.73%-13.2pp | 373.66%-351.1pp |
| Employer contribution / active EE | $1,377 | $4,106-66.5% | $3,740-63.2% | $4,754-71.0% |
| Participant deferral / active EE | $1,377 | $5,456-74.8% | $4,880-71.8% | $6,712-79.5% |
| Admin fee / account holder | $129 | $7,885-98.4% | $6,735-98.1% | $11,409-98.9% |