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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 | $29,497 | $135,956-78.3% | $123,894-76.2% | $273,970-89.2% |
| Participation rate | 60.0% | 84.1%-24.1pp | 81.4%-21.4pp | 83.0%-23.0pp |
| Annual return | 14.05% | 56.63%-42.6pp | 47.52%-33.5pp | 41.46%-27.4pp |
| Employer contribution / active EE | $1,026 | $5,170-80.2% | $4,617-77.8% | $4,869-78.9% |
| Participant deferral / active EE | $10,200 | $6,343+60.8% | $5,984+70.4% | $5,287+92.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |