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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 | $100,970-81.7% | $96,576-80.8% | $137,256-86.5% |
| Participation rate | 42.9% | 82.6%-39.8pp | 81.4%-38.6pp | 80.0%-37.1pp |
| Annual return | 23.70% | 38.16%-14.5pp | 38.47%-14.8pp | 220.34%-196.6pp |
| Employer contribution / active EE | $1,431 | $3,809-62.4% | $3,553-59.7% | $4,156-65.6% |
| Participant deferral / active EE | $2,866 | $8,286-65.4% | $7,956-64.0% | $6,407-55.3% |
| Admin fee / account holder | $4 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |