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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 | $21,630 | $99,652-78.3% | $78,778-72.5% | $147,586-85.3% |
| Participation rate | 61.5% | 76.2%-14.7pp | 69.2%-7.7pp | 82.8%-21.3pp |
| Annual return | 7.25% | 47.28%-40.0pp | 35.62%-28.4pp | 578.59%-571.3pp |
| Employer contribution / active EE | $1,012 | $2,796-63.8% | $1,986-49.0% | $4,876-79.2% |
| Participant deferral / active EE | $1,005 | $3,664-72.6% | $2,958-66.0% | $5,439-81.5% |
| Admin fee / account holder | $160 | $7,155-97.8% | $5,134-96.9% | $10,886-98.5% |