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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 | $23,315 | $172,111-86.5% | $150,298-84.5% | $137,256-83.0% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 18.52% | 69.37%-50.8pp | 62.79%-44.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,893 | $4,636-59.2% | $4,154-54.4% | $4,156-54.4% |
| Participant deferral / active EE | $2,347 | $6,166-61.9% | $5,453-57.0% | $6,407-63.4% |
| Admin fee / account holder | $143 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |