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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 | $11,278 | $110,278-89.8% | $95,740-88.2% | $139,466-91.9% |
| Participation rate | 50.0% | 75.7%-25.7pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 26.79% | 27.19%-0.4pp | 28.41%-1.6pp | 373.66%-346.9pp |
| Employer contribution / active EE | $644 | $3,260-80.2% | $2,836-77.3% | $4,754-86.4% |
| Participant deferral / active EE | $1,892 | $4,674-59.5% | $4,244-55.4% | $6,712-71.8% |
| Admin fee / account holder | $37 | $6,613-99.4% | $5,676-99.3% | $11,409-99.7% |