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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 | $28,460 | $154,228-81.5% | $145,433-80.4% | $137,256-79.3% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 17.65% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $1,463 | $4,804-69.5% | $4,554-67.9% | $4,156-64.8% |
| Participant deferral / active EE | $3,174 | $8,216-61.4% | $7,897-59.8% | $6,407-50.5% |
| Admin fee / account holder | $128 | $14,344-99.1% | $13,129-99.0% | $12,270-99.0% |