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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 | $22,363 | $110,307-79.7% | $96,576-76.8% | $139,456-84.0% |
| Participation rate | 61.5% | 78.1%-16.6pp | 76.0%-14.4pp | 80.3%-18.8pp |
| Annual return | 17.06% | 26.40%-9.3pp | 25.87%-8.8pp | 373.45%-356.4pp |
| Employer contribution / active EE | $1,034 | $3,619-71.4% | $2,965-65.1% | $4,753-78.3% |
| Participant deferral / active EE | $2,665 | $5,547-52.0% | $4,851-45.1% | $6,711-60.3% |
| Admin fee / account holder | $196 | $11,597-98.3% | $8,253-97.6% | $11,407-98.3% |