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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 | $27,545 | $124,980-78.0% | $108,359-74.6% | $154,746-82.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 19.15% | 45.00%-25.8pp | 36.89%-17.7pp | 172.34%-153.2pp |
| Employer contribution / active EE | $566 | $2,851-80.2% | $2,399-76.4% | $4,379-87.1% |
| Participant deferral / active EE | $1,464 | $4,743-69.1% | $4,137-64.6% | $6,730-78.2% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |