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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 | $18,360 | $124,980-85.3% | $108,359-83.1% | $154,746-88.1% |
| Participation rate | 69.6% | 75.2%-5.6pp | 70.1%-0.6pp | 80.7%-11.1pp |
| Annual return | 17.14% | 45.00%-27.9pp | 36.89%-19.8pp | 172.34%-155.2pp |
| Employer contribution / active EE | $874 | $2,851-69.3% | $2,399-63.6% | $4,379-80.0% |
| Participant deferral / active EE | $1,760 | $4,743-62.9% | $4,137-57.5% | $6,730-73.9% |
| Admin fee / account holder | $101 | $11,502-99.1% | $9,741-99.0% | $14,365-99.3% |