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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 | $17,424 | $107,733-83.8% | $92,985-81.3% | $154,746-88.7% |
| Participation rate | 64.3% | 74.6%-10.3pp | 69.5%-5.2pp | 80.7%-16.4pp |
| Annual return | 20.59% | 30.39%-9.8pp | 27.99%-7.4pp | 172.34%-151.7pp |
| Employer contribution / active EE | $1,480 | $3,126-52.7% | $2,662-44.4% | $4,379-66.2% |
| Participant deferral / active EE | $1,967 | $5,053-61.1% | $4,377-55.1% | $6,730-70.8% |
| Admin fee / account holder | $74 | $11,369-99.4% | $9,463-99.2% | $14,365-99.5% |