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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 | $22,730 | $117,895-80.7% | $102,460-77.8% | $145,897-84.4% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 27.36% | 31.92%-4.6pp | 29.47%-2.1pp | 552.29%-524.9pp |
| Employer contribution / active EE | $1,772 | $3,619-51.0% | $3,025-41.4% | $4,663-62.0% |
| Participant deferral / active EE | $3,550 | $5,736-38.1% | $5,056-29.8% | $6,689-46.9% |
| Admin fee / account holder | $262 | $13,353-98.0% | $9,460-97.2% | $13,390-98.0% |