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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 | $87,166-80.0% | $76,735-77.3% | $137,256-87.3% |
| Participation rate | 64.3% | 74.4%-10.1pp | 69.5%-5.2pp | 80.0%-15.7pp |
| Annual return | 20.59% | 26.50%-5.9pp | 29.77%-9.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,480 | $2,904-49.1% | $2,454-39.7% | $4,156-64.4% |
| Participant deferral / active EE | $1,967 | $4,726-58.4% | $4,088-51.9% | $6,407-69.3% |
| Admin fee / account holder | $74 | $8,403-99.1% | $7,189-99.0% | $12,270-99.4% |