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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 | $27,460 | $106,918-74.3% | $84,021-67.3% | $152,897-82.0% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 22.67% | 105.01%-82.3pp | 71.32%-48.7pp | 345.43%-322.8pp |
| Employer contribution / active EE | $1,163 | $2,735-57.5% | $1,984-41.4% | $4,764-75.6% |
| Participant deferral / active EE | $1,468 | $4,012-63.4% | $3,239-54.7% | $5,851-74.9% |
| Admin fee / account holder | $220 | $8,288-97.3% | $6,102-96.4% | $11,599-98.1% |