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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 | $20,384 | $160,040-87.3% | $147,096-86.1% | $145,877-86.0% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 16.64% | 98.49%-81.9pp | 419.75%-403.1pp | 551.28%-534.6pp |
| Employer contribution / active EE | $2,047 | $5,289-61.3% | $4,936-58.5% | $4,663-56.1% |
| Participant deferral / active EE | $3,062 | $8,429-63.7% | $8,071-62.1% | $6,691-54.2% |
| Admin fee / account holder | $295 | $15,050-98.0% | $13,005-97.7% | $13,402-97.8% |