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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 | $22,036 | $94,439-76.7% | $73,658-70.1% | $154,746-85.8% |
| Participation rate | 11.1% | 64.7%-53.6pp | 57.0%-45.9pp | 80.7%-69.6pp |
| Annual return | 25.51% | 28.25%-2.7pp | 29.72%-4.2pp | 172.34%-146.8pp |
| Employer contribution / active EE | $283 | $1,257-77.5% | $1,032-72.6% | $4,379-93.5% |
| Participant deferral / active EE | $565 | $2,527-77.6% | $2,062-72.6% | $6,730-91.6% |
| Admin fee / account holder | $175 | $3,843-95.4% | $3,357-94.8% | $14,365-98.8% |