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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 | $31,034 | $201,372-84.6% | $184,260-83.2% | $145,884-78.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 14.15% | 29.04%-14.9pp | 28.84%-14.7pp | 551.85%-537.7pp |
| Employer contribution / active EE | $1,561 | $7,024-77.8% | $6,427-75.7% | $4,662-66.5% |
| Participant deferral / active EE | $5,250 | $9,808-46.5% | $9,133-42.5% | $6,690-21.5% |
| Admin fee / account holder | $114 | $16,362-99.3% | $13,898-99.2% | $13,392-99.2% |