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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 | $100,147-85.7% | $81,286-82.3% | $145,877-90.2% |
| Participation rate | 68.8% | 74.2%-5.5pp | 69.5%-0.8pp | 80.3%-11.6pp |
| Annual return | 19.57% | 34.44%-14.9pp | 24.80%-5.2pp | 551.28%-531.7pp |
| Employer contribution / active EE | $1,701 | $2,977-42.9% | $2,463-30.9% | $4,663-63.5% |
| Participant deferral / active EE | $2,013 | $4,607-56.3% | $3,883-48.2% | $6,691-69.9% |
| Admin fee / account holder | $88 | $8,201-98.9% | $5,764-98.5% | $13,402-99.3% |