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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 | $19,898 | $116,167-82.9% | $64,489-69.1% | $137,256-85.5% |
| Participation rate | 66.7% | 68.2%-1.5pp | 67.7%-1.0pp | 80.0%-13.3pp |
| Annual return | 23.64% | 36.55%-12.9pp | 55.03%-31.4pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,374 | $2,483-44.7% | $1,523-9.8% | $4,156-66.9% |
| Participant deferral / active EE | $1,590 | $4,215-62.3% | $2,778-42.8% | $6,407-75.2% |
| Admin fee / account holder | $0 | $6,188-100.0% | $4,260-100.0% | $12,270-100.0% |