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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 | $19,482 | $110,410-82.4% | $102,437-81.0% | $145,897-86.6% |
| Participation rate | 42.1% | 77.9%-35.8pp | 74.5%-32.4pp | 80.3%-38.2pp |
| Annual return | 10.92% | 24.85%-13.9pp | 24.95%-14.0pp | 552.29%-541.4pp |
| Employer contribution / active EE | $1,813 | $4,217-57.0% | $3,871-53.2% | $4,663-61.1% |
| Participant deferral / active EE | $1,813 | $5,622-67.7% | $5,060-64.2% | $6,689-72.9% |
| Admin fee / account holder | $137 | $9,745-98.6% | $8,388-98.4% | $13,390-99.0% |