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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 | $13,985 | $90,486-84.5% | $78,676-82.2% | $273,972-94.9% |
| Participation rate | 66.7% | 76.5%-9.9pp | 73.6%-6.9pp | 83.0%-16.3pp |
| Annual return | 14.42% | 75.62%-61.2pp | 62.19%-47.8pp | 41.46%-27.0pp |
| Employer contribution / active EE | $1,457 | $3,175-54.1% | $2,850-48.9% | $4,869-70.1% |
| Participant deferral / active EE | $6,530 | $3,901+67.4% | $3,517+85.7% | $5,287+23.5% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |