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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 | $11,074 | $100,203-88.9% | $85,240-87.0% | $145,897-92.4% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 9.05% | 84.28%-75.2pp | 66.75%-57.7pp | 552.29%-543.2pp |
| Employer contribution / active EE | $1,667 | $3,242-48.6% | $2,735-39.0% | $4,663-64.2% |
| Participant deferral / active EE | $2,607 | $5,299-50.8% | $4,527-42.4% | $6,689-61.0% |
| Admin fee / account holder | $201 | $7,265-97.2% | $6,165-96.7% | $13,390-98.5% |