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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 | $14,351 | $100,004-85.6% | $81,438-82.4% | $145,959-90.2% |
| Participation rate | 68.8% | 74.2%-5.4pp | 69.5%-0.8pp | 80.3%-11.5pp |
| Annual return | 19.57% | 34.34%-14.8pp | 24.74%-5.2pp | 561.95%-542.4pp |
| Employer contribution / active EE | $1,701 | $2,970-42.7% | $2,460-30.9% | $4,661-63.5% |
| Participant deferral / active EE | $2,013 | $4,603-56.3% | $3,883-48.2% | $6,689-69.9% |
| Admin fee / account holder | $88 | $8,202-98.9% | $5,764-98.5% | $13,398-99.3% |