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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 | $27,606 | $110,379-75.0% | $102,412-73.0% | $145,884-81.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 17.77% | 24.84%-7.1pp | 24.94%-7.2pp | 551.85%-534.1pp |
| Employer contribution / active EE | $1,307 | $4,216-69.0% | $3,870-66.2% | $4,662-72.0% |
| Participant deferral / active EE | $3,321 | $5,622-40.9% | $5,060-34.4% | $6,690-50.4% |
| Admin fee / account holder | $12 | $9,745-99.9% | $8,388-99.9% | $13,392-99.9% |