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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 | $18,253 | $160,028-88.6% | $147,080-87.6% | $145,884-87.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 15.60% | 98.60%-83.0pp | 420.17%-404.6pp | 551.85%-536.2pp |
| Employer contribution / active EE | $1,430 | $5,286-73.0% | $4,933-71.0% | $4,662-69.3% |
| Participant deferral / active EE | $3,574 | $8,422-57.6% | $8,066-55.7% | $6,690-46.6% |
| Admin fee / account holder | $69 | $15,030-99.5% | $12,989-99.5% | $13,392-99.5% |