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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 | $15,201 | $110,410-86.2% | $102,437-85.2% | $145,897-89.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 13.34% | 24.85%-11.5pp | 24.95%-11.6pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,680 | $4,217-60.2% | $3,871-56.6% | $4,663-64.0% |
| Participant deferral / active EE | $2,025 | $5,622-64.0% | $5,060-60.0% | $6,689-69.7% |
| Admin fee / account holder | $243 | $9,745-97.5% | $8,388-97.1% | $13,390-98.2% |