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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 | $13,933 | $100,279-86.1% | $81,353-82.9% | $145,884-90.4% |
| Participation rate | 40.0% | 74.3%-34.3pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 20.82% | 34.49%-13.7pp | 24.82%-4.0pp | 551.85%-531.0pp |
| Employer contribution / active EE | $2,634 | $2,979-11.6% | $2,464+6.9% | $4,662-43.5% |
| Participant deferral / active EE | $3,162 | $4,611-31.4% | $3,885-18.6% | $6,690-52.7% |
| Admin fee / account holder | $20 | $8,206-99.8% | $5,766-99.7% | $13,392-99.9% |