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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 | $20,085 | $110,379-81.8% | $102,412-80.4% | $145,884-86.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 20.41% | 24.84%-4.4pp | 24.94%-4.5pp | 551.85%-531.4pp |
| Employer contribution / active EE | $1,675 | $4,216-60.3% | $3,870-56.7% | $4,662-64.1% |
| Participant deferral / active EE | $2,919 | $5,622-48.1% | $5,060-42.3% | $6,690-56.4% |
| Admin fee / account holder | $18 | $9,745-99.8% | $8,388-99.8% | $13,392-99.9% |