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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 | $25,024 | $165,361-84.9% | $149,715-83.3% | $158,950-84.3% |
| Participation rate | 65.0% | 84.6%-19.6pp | 82.5%-17.5pp | 82.0%-17.0pp |
| Annual return | 15.94% | 348.24%-332.3pp | 276.66%-260.7pp | 302.91%-287.0pp |
| Employer contribution / active EE | $1,106 | $5,103-78.3% | $4,645-76.2% | $4,762-76.8% |
| Participant deferral / active EE | $3,465 | $7,182-51.8% | $6,842-49.4% | $5,983-42.1% |
| Admin fee / account holder | $125 | $10,808-98.8% | $9,310-98.7% | $11,248-98.9% |