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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 | $21,795 | $160,040-86.4% | $147,096-85.2% | $145,877-85.1% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 11.68% | 98.49%-86.8pp | 419.75%-408.1pp | 551.28%-539.6pp |
| Employer contribution / active EE | $2,056 | $5,289-61.1% | $4,936-58.3% | $4,663-55.9% |
| Participant deferral / active EE | $2,738 | $8,429-67.5% | $8,071-66.1% | $6,691-59.1% |
| Admin fee / account holder | $132 | $15,050-99.1% | $13,005-99.0% | $13,402-99.0% |