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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 | $112,729-86.7% | $98,716-84.8% | $137,256-89.1% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 23.66% | 38.48%-14.8pp | 31.81%-8.2pp | 220.34%-196.7pp |
| Employer contribution / active EE | $673 | $2,725-75.3% | $2,279-70.4% | $4,156-83.8% |
| Participant deferral / active EE | $2,170 | $4,640-53.2% | $4,048-46.4% | $6,407-66.1% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |