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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 | $26,452 | $90,486-70.8% | $78,676-66.4% | $273,972-90.3% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 9.98% | 75.62%-65.6pp | 62.19%-52.2pp | 41.46%-31.5pp |
| Employer contribution / active EE | $2,112 | $3,175-33.5% | $2,850-25.9% | $4,869-56.6% |
| Participant deferral / active EE | $2,112 | $3,901-45.9% | $3,517-39.9% | $5,287-60.1% |
| Admin fee / account holder | $123 | $5,263-97.7% | $4,510-97.3% | $10,133-98.8% |