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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 | $21,762 | $104,650-79.2% | $83,854-74.0% | $155,188-86.0% |
| Participation rate | 50.0% | 65.1%-15.1pp | 59.1%-9.1pp | 80.8%-30.8pp |
| Annual return | 16.92% | 28.97%-12.1pp | 31.39%-14.5pp | 148.84%-131.9pp |
| Employer contribution / active EE | $2,178 | $1,196+82.1% | $1,017+114.1% | $4,248-48.7% |
| Participant deferral / active EE | $2,769 | $2,367+17.0% | $2,035+36.1% | $6,531-57.6% |
| Admin fee / account holder | $289 | $3,518-91.8% | $3,197-90.9% | $14,480-98.0% |