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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 | $27,706 | $160,040-82.7% | $147,096-81.2% | $145,877-81.0% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 14.90% | 98.49%-83.6pp | 419.75%-404.8pp | 551.28%-536.4pp |
| Employer contribution / active EE | $1,154 | $5,289-78.2% | $4,936-76.6% | $4,663-75.2% |
| Participant deferral / active EE | $2,816 | $8,429-66.6% | $8,071-65.1% | $6,691-57.9% |
| Admin fee / account holder | $116 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |