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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 | $12,329 | $99,053-87.6% | $88,179-86.0% | $138,895-91.1% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.1%-9.1pp | 79.9%-19.9pp |
| Annual return | 14.98% | 78.17%-63.2pp | 64.97%-50.0pp | 145.39%-130.4pp |
| Employer contribution / active EE | $1,160 | $2,882-59.8% | $2,549-54.5% | $4,194-72.4% |
| Participant deferral / active EE | $1,401 | $5,225-73.2% | $4,614-69.6% | $6,396-78.1% |
| Admin fee / account holder | $76 | $8,748-99.1% | $7,673-99.0% | $12,562-99.4% |