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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 | $30,848 | $100,970-69.4% | $96,576-68.1% | $137,256-77.5% |
| Participation rate | 33.3% | 82.6%-49.3pp | 81.4%-48.1pp | 80.0%-46.6pp |
| Annual return | 18.61% | 38.16%-19.6pp | 38.47%-19.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,644 | $3,809-30.6% | $3,553-25.6% | $4,156-36.4% |
| Participant deferral / active EE | $2,644 | $8,286-68.1% | $7,956-66.8% | $6,407-58.7% |
| Admin fee / account holder | $13 | $11,312-99.9% | $11,381-99.9% | $12,270-99.9% |