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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 | $28,346 | $110,379-74.3% | $102,412-72.3% | $145,884-80.6% |
| Participation rate | 61.1% | 77.9%-16.8pp | 74.5%-13.4pp | 80.3%-19.2pp |
| Annual return | 21.84% | 24.84%-3.0pp | 24.94%-3.1pp | 551.85%-530.0pp |
| Employer contribution / active EE | $1,280 | $4,216-69.6% | $3,870-66.9% | $4,662-72.5% |
| Participant deferral / active EE | $2,417 | $5,622-57.0% | $5,060-52.2% | $6,690-63.9% |
| Admin fee / account holder | $226 | $9,745-97.7% | $8,388-97.3% | $13,392-98.3% |