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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 | $26,132 | $160,040-83.7% | $147,096-82.2% | $145,877-82.1% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 27.97% | 98.49%-70.5pp | 419.75%-391.8pp | 551.28%-523.3pp |
| Employer contribution / active EE | $1,896 | $5,289-64.2% | $4,936-61.6% | $4,663-59.3% |
| Participant deferral / active EE | $5,521 | $8,429-34.5% | $8,071-31.6% | $6,691-17.5% |
| Admin fee / account holder | $142 | $15,050-99.1% | $13,005-98.9% | $13,402-98.9% |