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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 | $18,894 | $100,073-81.1% | $85,126-77.8% | $145,877-87.0% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 16.84% | 84.11%-67.3pp | 66.63%-49.8pp | 551.28%-534.4pp |
| Employer contribution / active EE | $1,951 | $3,236-39.7% | $2,731-28.6% | $4,663-58.2% |
| Participant deferral / active EE | $3,270 | $5,294-38.2% | $4,523-27.7% | $6,691-51.1% |
| Admin fee / account holder | $242 | $7,261-96.7% | $6,160-96.1% | $13,402-98.2% |