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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 | $31,077 | $100,970-69.2% | $96,576-67.8% | $137,256-77.4% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 18.37% | 38.16%-19.8pp | 38.47%-20.1pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,634 | $3,809-57.1% | $3,553-54.0% | $4,156-60.7% |
| Participant deferral / active EE | $2,444 | $8,286-70.5% | $7,956-69.3% | $6,407-61.9% |
| Admin fee / account holder | $5 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |