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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 | $20,107 | $97,125-79.3% | $86,233-76.7% | $137,256-85.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 17.92% | 74.19%-56.3pp | 61.39%-43.5pp | 220.34%-202.4pp |
| Employer contribution / active EE | $373 | $2,841-86.9% | $2,504-85.1% | $4,156-91.0% |
| Participant deferral / active EE | $867 | $5,180-83.3% | $4,559-81.0% | $6,407-86.5% |
| Admin fee / account holder | $102 | $9,725-98.9% | $8,342-98.8% | $12,270-99.2% |