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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 | $24,559 | $106,247-76.9% | $96,515-74.6% | $139,466-82.4% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 16.85% | 38.47%-21.6pp | 35.73%-18.9pp | 373.66%-356.8pp |
| Employer contribution / active EE | $1,861 | $4,106-54.7% | $3,740-50.2% | $4,754-60.9% |
| Participant deferral / active EE | $2,403 | $5,456-56.0% | $4,880-50.8% | $6,712-64.2% |
| Admin fee / account holder | $77 | $7,885-99.0% | $6,735-98.9% | $11,409-99.3% |