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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 | $23,214 | $111,814-79.2% | $103,378-77.5% | $145,978-84.1% |
| Participation rate | 57.1% | 77.9%-20.8pp | 74.5%-17.4pp | 80.3%-23.1pp |
| Annual return | 20.14% | 24.80%-4.7pp | 24.91%-4.8pp | 550.52%-530.4pp |
| Employer contribution / active EE | $1,826 | $4,215-56.7% | $3,870-52.8% | $4,662-60.8% |
| Participant deferral / active EE | $2,926 | $5,618-47.9% | $5,058-42.1% | $6,690-56.3% |
| Admin fee / account holder | $38 | $9,764-99.6% | $8,401-99.6% | $13,400-99.7% |