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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 | $24,001 | $135,956-82.3% | $123,894-80.6% | $273,972-91.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 15.00% | 56.63%-41.6pp | 47.52%-32.5pp | 41.46%-26.5pp |
| Employer contribution / active EE | $2,725 | $5,170-47.3% | $4,617-41.0% | $4,869-44.0% |
| Participant deferral / active EE | $4,982 | $6,343-21.5% | $5,984-16.8% | $5,287-5.8% |
| Admin fee / account holder | $267 | $9,817-97.3% | $8,357-96.8% | $10,133-97.4% |