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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 | $100,262-85.7% | $81,370-82.4% | $145,897-90.2% |
| Participation rate | 68.8% | 74.3%-5.5pp | 69.5%-0.8pp | 80.3%-11.6pp |
| Annual return | 19.57% | 34.52%-14.9pp | 24.85%-5.3pp | 552.29%-532.7pp |
| Employer contribution / active EE | $1,701 | $2,979-42.9% | $2,464-31.0% | $4,663-63.5% |
| Participant deferral / active EE | $2,013 | $4,612-56.4% | $3,885-48.2% | $6,689-69.9% |
| Admin fee / account holder | $88 | $8,163-98.9% | $5,749-98.5% | $13,390-99.3% |