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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 | $13,953 | $111,814-87.5% | $103,374-86.5% | $145,959-90.4% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.1pp |
| Annual return | 25.55% | 24.77%+0.8pp | 24.89%+0.7pp | 561.95%-536.4pp |
| Employer contribution / active EE | $2,102 | $4,214-50.1% | $3,869-45.7% | $4,661-54.9% |
| Participant deferral / active EE | $7,049 | $5,618+25.5% | $5,058+39.4% | $6,689+5.4% |
| Admin fee / account holder | $27 | $9,754-99.7% | $8,394-99.7% | $13,398-99.8% |