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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 | $12,388 | $106,267-88.3% | $96,520-87.2% | $139,456-91.1% |
| Participation rate | 61.1% | 77.8%-16.7pp | 74.3%-13.2pp | 80.3%-19.2pp |
| Annual return | 27.84% | 38.45%-10.6pp | 35.72%-7.9pp | 373.45%-345.6pp |
| Employer contribution / active EE | $1,543 | $4,105-62.4% | $3,739-58.7% | $4,753-67.5% |
| Participant deferral / active EE | $2,242 | $5,454-58.9% | $4,879-54.1% | $6,711-66.6% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |