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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 | $37,744 | $127,298-70.3% | $109,916-65.7% | $167,553-77.5% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 15.20% | 22.97%-7.8pp | 29.46%-14.3pp | 478.89%-463.7pp |
| Employer contribution / active EE | $1,231 | $3,325-63.0% | $2,844-56.7% | $4,840-74.6% |
| Participant deferral / active EE | $2,039 | $4,513-54.8% | $4,047-49.6% | $6,343-67.9% |
| Admin fee / account holder | $273 | $7,119-96.2% | $6,069-95.5% | $12,316-97.8% |