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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 | $19,196 | $154,228-87.6% | $145,433-86.8% | $137,256-86.0% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 26.10% | 74.59%-48.5pp | 66.58%-40.5pp | 220.34%-194.2pp |
| Employer contribution / active EE | $1,780 | $4,804-63.0% | $4,554-60.9% | $4,156-57.2% |
| Participant deferral / active EE | $4,454 | $8,216-45.8% | $7,897-43.6% | $6,407-30.5% |
| Admin fee / account holder | $224 | $14,344-98.4% | $13,129-98.3% | $12,270-98.2% |