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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 | $110,337-82.3% | $102,383-81.0% | $145,877-86.6% |
| Participation rate | 42.1% | 77.9%-35.8pp | 74.5%-32.4pp | 80.3%-38.2pp |
| Annual return | 10.92% | 24.83%-13.9pp | 24.94%-14.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,813 | $4,216-57.0% | $3,870-53.2% | $4,663-61.1% |
| Participant deferral / active EE | $1,813 | $5,621-67.7% | $5,060-64.2% | $6,691-72.9% |
| Admin fee / account holder | $137 | $9,750-98.6% | $8,391-98.4% | $13,402-99.0% |