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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 | $24,054 | $129,959-81.5% | $104,301-76.9% | $134,532-82.1% |
| Participation rate | 63.6% | 79.5%-15.9pp | 73.3%-9.6pp | 81.2%-17.6pp |
| Annual return | 3.22% | 42.04%-38.8pp | 24.61%-21.4pp | 418.27%-415.0pp |
| Employer contribution / active EE | $1,684 | $4,185-59.8% | $3,373-50.1% | $4,741-64.5% |
| Participant deferral / active EE | $4,665 | $5,589-16.5% | $4,626+0.8% | $6,401-27.1% |
| Admin fee / account holder | $1 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |