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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 | $19,125 | $102,245-81.3% | $89,340-78.6% | $137,256-86.1% |
| Participation rate | 66.7% | 74.9%-8.2pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 19.18% | 21.89%-2.7pp | 20.57%-1.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $995 | $2,529-60.7% | $2,231-55.4% | $4,156-76.1% |
| Participant deferral / active EE | $1,397 | $4,436-68.5% | $3,823-63.4% | $6,407-78.2% |
| Admin fee / account holder | $33 | $8,085-99.6% | $6,704-99.5% | $12,270-99.7% |