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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 | $16,160 | $155,555-89.6% | $146,866-89.0% | $155,188-89.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 24.66% | 115.41%-90.8pp | 102.85%-78.2pp | 148.84%-124.2pp |
| Employer contribution / active EE | $1,456 | $4,647-68.7% | $4,425-67.1% | $4,248-65.7% |
| Participant deferral / active EE | $2,762 | $8,044-65.7% | $7,759-64.4% | $6,531-57.7% |
| Admin fee / account holder | $45 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |