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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 | $182,442-85.6% | $163,379-84.0% | $138,895-81.1% |
| Participation rate | 33.3% | 79.8%-46.4pp | 76.8%-43.5pp | 79.9%-46.6pp |
| Annual return | 18.69% | 72.74%-54.0pp | 63.41%-44.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,050 | $4,159-74.7% | $3,752-72.0% | $4,194-75.0% |
| Participant deferral / active EE | $1,789 | $6,817-73.8% | $6,282-71.5% | $6,396-72.0% |
| Admin fee / account holder | $213 | $10,396-98.0% | $9,818-97.8% | $12,562-98.3% |