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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 | $30,507 | $87,166-65.0% | $76,735-60.2% | $137,256-77.8% |
| Participation rate | 60.0% | 74.4%-14.4pp | 69.5%-9.5pp | 80.0%-20.0pp |
| Annual return | 18.65% | 26.50%-7.8pp | 29.77%-11.1pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,881 | $2,904-35.3% | $2,454-23.4% | $4,156-54.8% |
| Participant deferral / active EE | $3,679 | $4,726-22.2% | $4,088-10.0% | $6,407-42.6% |
| Admin fee / account holder | $19 | $8,403-99.8% | $7,189-99.7% | $12,270-99.8% |