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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 | $54,332 | $141,001-61.5% | $112,228-51.6% | $139,487-61.0% |
| Participation rate | 65.0% | 79.2%-14.2pp | 72.4%-7.4pp | 80.3%-15.3pp |
| Annual return | 17.06% | 32.75%-15.7pp | 30.23%-13.2pp | 373.84%-356.8pp |
| Employer contribution / active EE | $1,749 | $4,285-59.2% | $3,432-49.0% | $4,755-63.2% |
| Participant deferral / active EE | $2,129 | $5,877-63.8% | $4,800-55.7% | $6,713-68.3% |
| Admin fee / account holder | $238 | $9,959-97.6% | $7,752-96.9% | $11,407-97.9% |