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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 | $12,881 | $116,360-88.9% | $65,566-80.4% | $139,466-90.8% |
| Participation rate | 58.3% | 67.8%-9.4pp | 64.9%-6.6pp | 80.3%-22.0pp |
| Annual return | 25.34% | 31.23%-5.9pp | 47.40%-22.1pp | 373.66%-348.3pp |
| Employer contribution / active EE | $1,084 | $2,600-58.3% | $1,692-35.9% | $4,754-77.2% |
| Participant deferral / active EE | $2,111 | $4,242-50.2% | $2,832-25.4% | $6,712-68.5% |
| Admin fee / account holder | $202 | $6,701-97.0% | $4,114-95.1% | $11,409-98.2% |