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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 | $123,155-85.1% | $108,753-83.1% | $155,188-88.2% |
| Participation rate | 69.6% | 75.6%-6.1pp | 71.1%-1.5pp | 80.8%-11.2pp |
| Annual return | 17.14% | 44.73%-27.6pp | 37.47%-20.3pp | 148.84%-131.7pp |
| Employer contribution / active EE | $874 | $2,811-68.9% | $2,427-64.0% | $4,248-79.4% |
| Participant deferral / active EE | $1,760 | $4,623-61.9% | $4,115-57.2% | $6,531-73.1% |
| Admin fee / account holder | $101 | $12,126-99.2% | $10,320-99.0% | $14,480-99.3% |