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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 | $22,472 | $106,247-78.8% | $96,515-76.7% | $139,466-83.9% |
| Participation rate | 60.0% | 77.8%-17.8pp | 74.3%-14.3pp | 80.3%-20.3pp |
| Annual return | 16.67% | 38.47%-21.8pp | 35.73%-19.1pp | 373.66%-357.0pp |
| Employer contribution / active EE | $1,598 | $4,106-61.1% | $3,740-57.3% | $4,754-66.4% |
| Participant deferral / active EE | $3,576 | $5,456-34.4% | $4,880-26.7% | $6,712-46.7% |
| Admin fee / account holder | $136 | $7,885-98.3% | $6,735-98.0% | $11,409-98.8% |