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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 | $19,022 | $106,247-82.1% | $96,515-80.3% | $139,466-86.4% |
| Participation rate | 57.9% | 77.8%-19.9pp | 74.3%-16.5pp | 80.3%-22.4pp |
| Annual return | 34.29% | 38.47%-4.2pp | 35.73%-1.4pp | 373.66%-339.4pp |
| Employer contribution / active EE | $2,141 | $4,106-47.9% | $3,740-42.8% | $4,754-55.0% |
| Participant deferral / active EE | $5,351 | $5,456-1.9% | $4,880+9.7% | $6,712-20.3% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |