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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 | $22,599 | $174,018-87.0% | $136,833-83.5% | $198,609-88.6% |
| Participation rate | 60.0% | 65.1%-5.1pp | 59.0%+1.0pp | 82.4%-22.4pp |
| Annual return | 6.47% | 35.16%-28.7pp | 35.32%-28.8pp | 202.70%-196.2pp |
| Employer contribution / active EE | $769 | $1,571-51.1% | $1,319-41.7% | $5,055-84.8% |
| Participant deferral / active EE | $2,199 | $2,873-23.5% | $2,441-9.9% | $6,977-68.5% |
| Admin fee / account holder | $189 | $5,434-96.5% | $4,706-96.0% | $19,030-99.0% |