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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 | $11,050 | $85,024-87.0% | $70,544-84.3% | $139,466-92.1% |
| Participation rate | 61.5% | 73.9%-12.4pp | 68.4%-6.8pp | 80.3%-18.8pp |
| Annual return | 29.02% | 30.39%-1.4pp | 32.79%-3.8pp | 373.66%-344.6pp |
| Employer contribution / active EE | $1,984 | $3,912-49.3% | $2,976-33.3% | $4,754-58.3% |
| Participant deferral / active EE | $2,019 | $5,891-65.7% | $4,568-55.8% | $6,712-69.9% |
| Admin fee / account holder | $69 | $8,928-99.2% | $6,427-98.9% | $11,409-99.4% |