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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 | $107,809-88.6% | $97,032-87.3% | $155,188-92.1% |
| Participation rate | 60.0% | 75.5%-15.5pp | 71.6%-11.6pp | 80.8%-20.8pp |
| Annual return | 14.98% | 38.06%-23.1pp | 35.38%-20.4pp | 148.84%-133.9pp |
| Employer contribution / active EE | $1,160 | $2,911-60.2% | $2,629-55.9% | $4,248-72.7% |
| Participant deferral / active EE | $1,401 | $5,129-72.7% | $4,672-70.0% | $6,531-78.5% |
| Admin fee / account holder | $76 | $10,717-99.3% | $9,418-99.2% | $14,480-99.5% |