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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 | $24,891 | $166,131-85.0% | $164,975-84.9% | $145,877-82.9% |
| Participation rate | 58.8% | 82.0%-23.2pp | 78.6%-19.8pp | 80.3%-21.5pp |
| Annual return | 12.26% | 100.37%-88.1pp | 70.12%-57.9pp | 551.28%-539.0pp |
| Employer contribution / active EE | $1,267 | $5,276-76.0% | $4,343-70.8% | $4,663-72.8% |
| Participant deferral / active EE | $3,487 | $6,962-49.9% | $6,033-42.2% | $6,691-47.9% |
| Admin fee / account holder | $120 | $16,648-99.3% | $12,688-99.1% | $13,402-99.1% |