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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 | $17,206 | $103,949-83.4% | $69,182-75.1% | $273,972-93.7% |
| Participation rate | 66.7% | 67.4%-0.7pp | 55.1%+11.6pp | 83.0%-16.3pp |
| Annual return | 29.31% | 35.28%-6.0pp | -21.93%+51.2pp | 41.46%-12.1pp |
| Employer contribution / active EE | $1,250 | $1,783-29.9% | $1,206+3.6% | $4,869-74.3% |
| Participant deferral / active EE | $3,728 | $2,716+37.2% | $1,897+96.5% | $5,287-29.5% |
| Admin fee / account holder | $96 | $3,671-97.4% | $2,697-96.4% | $10,133-99.1% |