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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 | $26,220 | $225,673-88.4% | $203,872-87.1% | $155,188-83.1% |
| Participation rate | 33.3% | 80.3%-47.0pp | 77.8%-44.5pp | 80.8%-47.5pp |
| Annual return | 18.69% | 95.91%-77.2pp | 85.11%-66.4pp | 148.84%-130.1pp |
| Employer contribution / active EE | $1,050 | $4,099-74.4% | $3,757-72.0% | $4,248-75.3% |
| Participant deferral / active EE | $1,789 | $6,893-74.0% | $6,388-72.0% | $6,531-72.6% |
| Admin fee / account holder | $213 | $12,327-98.3% | $11,730-98.2% | $14,480-98.5% |