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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 | $12,993 | $112,729-88.5% | $98,716-86.8% | $137,256-90.5% |
| Participation rate | 57.1% | 74.2%-17.1pp | 69.3%-12.2pp | 80.0%-22.8pp |
| Annual return | 25.42% | 38.48%-13.1pp | 31.81%-6.4pp | 220.34%-194.9pp |
| Employer contribution / active EE | $1,309 | $2,725-52.0% | $2,279-42.6% | $4,156-68.5% |
| Participant deferral / active EE | $2,497 | $4,640-46.2% | $4,048-38.3% | $6,407-61.0% |
| Admin fee / account holder | $11 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |