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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 | $12,268 | $87,166-85.9% | $76,735-84.0% | $137,256-91.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.5%-19.5pp | 80.0%-30.0pp |
| Annual return | 22.32% | 26.50%-4.2pp | 29.77%-7.4pp | 220.34%-198.0pp |
| Employer contribution / active EE | $1,700 | $2,904-41.5% | $2,454-30.7% | $4,156-59.1% |
| Participant deferral / active EE | $2,960 | $4,726-37.4% | $4,088-27.6% | $6,407-53.8% |
| Admin fee / account holder | $46 | $8,403-99.5% | $7,189-99.4% | $12,270-99.6% |