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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 | $26,086 | $162,136-83.9% | $152,301-82.9% | $154,746-83.1% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 21.38% | 91.02%-69.6pp | 80.50%-59.1pp | 172.34%-151.0pp |
| Employer contribution / active EE | $1,225 | $4,890-75.0% | $4,624-73.5% | $4,379-72.0% |
| Participant deferral / active EE | $3,851 | $8,341-53.8% | $8,004-51.9% | $6,730-42.8% |
| Admin fee / account holder | $244 | $15,759-98.4% | $14,398-98.3% | $14,365-98.3% |