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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 | $15,026 | $124,980-88.0% | $108,359-86.1% | $154,746-90.3% |
| Participation rate | 50.0% | 75.2%-25.2pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 23.66% | 45.00%-21.3pp | 36.89%-13.2pp | 172.34%-148.7pp |
| Employer contribution / active EE | $673 | $2,851-76.4% | $2,399-71.9% | $4,379-84.6% |
| Participant deferral / active EE | $2,170 | $4,743-54.3% | $4,137-47.6% | $6,730-67.8% |
| Admin fee / account holder | $20 | $11,502-99.8% | $9,741-99.8% | $14,365-99.9% |