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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 | $13,307 | $112,729-88.2% | $98,716-86.5% | $137,256-90.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 23.69% | 38.48%-14.8pp | 31.81%-8.1pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,001 | $2,725-63.3% | $2,279-56.1% | $4,156-75.9% |
| Participant deferral / active EE | $3,637 | $4,640-21.6% | $4,048-10.2% | $6,407-43.2% |
| Admin fee / account holder | $128 | $10,129-98.7% | $8,703-98.5% | $12,270-99.0% |