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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 | $14,686 | $101,618-85.5% | $93,063-84.2% | $137,256-89.3% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 23.40% | 223.95%-200.5pp | 34.15%-10.8pp | 220.34%-196.9pp |
| Employer contribution / active EE | $1,279 | $2,707-52.7% | $2,476-48.3% | $4,156-69.2% |
| Participant deferral / active EE | $1,919 | $4,279-55.2% | $3,958-51.5% | $6,407-70.0% |
| Admin fee / account holder | $28 | $6,198-99.5% | $6,033-99.5% | $12,270-99.8% |