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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 | $29,972 | $162,136-81.5% | $152,301-80.3% | $154,746-80.6% |
| Participation rate | 64.7% | 84.1%-19.4pp | 82.4%-17.7pp | 80.7%-16.0pp |
| Annual return | 12.36% | 91.02%-78.7pp | 80.50%-68.1pp | 172.34%-160.0pp |
| Employer contribution / active EE | $1,603 | $4,890-67.2% | $4,624-65.3% | $4,379-63.4% |
| Participant deferral / active EE | $3,656 | $8,341-56.2% | $8,004-54.3% | $6,730-45.7% |
| Admin fee / account holder | $167 | $15,759-98.9% | $14,398-98.8% | $14,365-98.8% |