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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 | $25,950 | $147,556-82.4% | $129,031-79.9% | $198,609-86.9% |
| Participation rate | 60.0% | 77.2%-17.2pp | 73.4%-13.4pp | 82.4%-22.4pp |
| Annual return | 22.98% | 37.41%-14.4pp | 34.67%-11.7pp | 202.70%-179.7pp |
| Employer contribution / active EE | $1,924 | $3,645-47.2% | $3,226-40.4% | $5,055-61.9% |
| Participant deferral / active EE | $1,924 | $5,760-66.6% | $5,217-63.1% | $6,977-72.4% |
| Admin fee / account holder | $51 | $15,467-99.7% | $13,208-99.6% | $19,030-99.7% |