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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 | $19,793 | $90,486-78.1% | $78,676-74.8% | $273,972-92.8% |
| Participation rate | 42.9% | 76.5%-33.7pp | 73.6%-30.7pp | 83.0%-40.2pp |
| Annual return | 13.10% | 75.62%-62.5pp | 62.19%-49.1pp | 41.46%-28.4pp |
| Employer contribution / active EE | $1,056 | $3,175-66.7% | $2,850-63.0% | $4,869-78.3% |
| Participant deferral / active EE | $3,841 | $3,901-1.5% | $3,517+9.2% | $5,287-27.3% |
| Admin fee / account holder | $12 | $5,263-99.8% | $4,510-99.7% | $10,133-99.9% |