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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 | $156,398-89.7% | $147,318-89.0% | $138,895-88.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 24.66% | 78.75%-54.1pp | 70.43%-45.8pp | 145.39%-120.7pp |
| Employer contribution / active EE | $1,456 | $4,853-70.0% | $4,593-68.3% | $4,194-65.3% |
| Participant deferral / active EE | $2,762 | $8,237-66.5% | $7,906-65.1% | $6,396-56.8% |
| Admin fee / account holder | $45 | $14,976-99.7% | $13,708-99.7% | $12,562-99.6% |