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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 | $22,087 | $98,240-77.5% | $82,312-73.2% | $147,586-85.0% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 17.19% | 30.85%-13.7pp | 25.88%-8.7pp | 578.59%-561.4pp |
| Employer contribution / active EE | $1,586 | $3,192-50.3% | $2,428-34.7% | $4,876-67.5% |
| Participant deferral / active EE | $1,586 | $4,383-63.8% | $3,706-57.2% | $5,439-70.8% |
| Admin fee / account holder | $20 | $8,563-99.8% | $5,608-99.7% | $10,886-99.8% |