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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 | $103,164-81.5% | $90,259-78.8% | $154,746-87.6% |
| Participation rate | 66.7% | 76.1%-9.4pp | 70.7%-4.1pp | 80.7%-14.0pp |
| Annual return | 19.18% | 19.25%-0.1pp | 18.88%+0.3pp | 172.34%-153.2pp |
| Employer contribution / active EE | $995 | $2,532-60.7% | $2,291-56.6% | $4,379-77.3% |
| Participant deferral / active EE | $1,397 | $4,422-68.4% | $3,827-63.5% | $6,730-79.2% |
| Admin fee / account holder | $33 | $8,593-99.6% | $7,267-99.5% | $14,365-99.8% |