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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 | $18,497 | $107,666-82.8% | $102,184-81.9% | $154,746-88.0% |
| Participation rate | 42.9% | 83.7%-40.9pp | 82.6%-39.7pp | 80.7%-37.8pp |
| Annual return | 23.70% | 29.33%-5.6pp | 31.58%-7.9pp | 172.34%-148.6pp |
| Employer contribution / active EE | $1,431 | $3,846-62.8% | $3,594-60.2% | $4,379-67.3% |
| Participant deferral / active EE | $2,866 | $8,719-67.1% | $8,309-65.5% | $6,730-57.4% |
| Admin fee / account holder | $4 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |