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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 | $21,224 | $97,125-78.1% | $86,233-75.4% | $137,256-84.5% |
| Participation rate | 53.3% | 74.2%-20.9pp | 69.0%-15.7pp | 80.0%-26.6pp |
| Annual return | 17.93% | 74.19%-56.3pp | 61.39%-43.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $896 | $2,841-68.5% | $2,504-64.2% | $4,156-78.4% |
| Participant deferral / active EE | $1,316 | $5,180-74.6% | $4,559-71.1% | $6,407-79.5% |
| Admin fee / account holder | $117 | $9,725-98.8% | $8,342-98.6% | $12,270-99.0% |