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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 | $19,190 | $117,846-83.7% | $102,434-81.3% | $145,884-86.8% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 20.76% | 31.90%-11.1pp | 29.46%-8.7pp | 551.85%-531.1pp |
| Employer contribution / active EE | $1,827 | $3,615-49.4% | $3,023-39.6% | $4,662-60.8% |
| Participant deferral / active EE | $3,411 | $5,733-40.5% | $5,055-32.5% | $6,690-49.0% |
| Admin fee / account holder | $20 | $13,356-99.9% | $9,462-99.8% | $13,392-99.9% |