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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 | $115,225-88.5% | $100,712-86.8% | $138,895-90.4% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 23.69% | 40.35%-16.7pp | 33.27%-9.6pp | 145.39%-121.7pp |
| Employer contribution / active EE | $1,001 | $2,771-63.9% | $2,313-56.7% | $4,194-76.1% |
| Participant deferral / active EE | $3,637 | $4,699-22.6% | $4,085-11.0% | $6,396-43.1% |
| Admin fee / account holder | $128 | $10,844-98.8% | $9,256-98.6% | $12,562-99.0% |