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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 | $162,136-82.4% | $152,301-81.3% | $154,746-81.6% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 17.65% | 91.02%-73.4pp | 80.50%-62.8pp | 172.34%-154.7pp |
| Employer contribution / active EE | $1,463 | $4,890-70.1% | $4,624-68.4% | $4,379-66.6% |
| Participant deferral / active EE | $3,174 | $8,341-61.9% | $8,004-60.3% | $6,730-52.8% |
| Admin fee / account holder | $128 | $15,759-99.2% | $14,398-99.1% | $14,365-99.1% |