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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 | $21,615 | $91,037-76.3% | $71,671-69.8% | $147,585-85.4% |
| Participation rate | 52.9% | 76.1%-23.2pp | 68.7%-15.8pp | 82.8%-29.9pp |
| Annual return | 20.53% | 20.48%+0.1pp | 20.65%-0.1pp | 578.58%-558.1pp |
| Employer contribution / active EE | $1,215 | $3,327-63.5% | $2,460-50.6% | $4,876-75.1% |
| Participant deferral / active EE | $2,140 | $4,498-52.4% | $3,438-37.8% | $5,439-60.7% |
| Admin fee / account holder | $10 | $8,613-99.9% | $5,558-99.8% | $10,886-99.9% |