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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 | $17,401 | $114,013-84.7% | $103,693-83.2% | $155,188-88.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 20.37% | 49.31%-28.9pp | 47.61%-27.2pp | 148.84%-128.5pp |
| Employer contribution / active EE | $1,581 | $3,131-49.5% | $2,920-45.9% | $4,248-62.8% |
| Participant deferral / active EE | $2,515 | $4,970-49.4% | $4,579-45.1% | $6,531-61.5% |
| Admin fee / account holder | $170 | $8,407-98.0% | $7,858-97.8% | $14,480-98.8% |