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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 | $19,069 | $155,555-87.7% | $146,866-87.0% | $155,188-87.7% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.5%-20.0pp | 80.8%-18.3pp |
| Annual return | 20.83% | 115.41%-94.6pp | 102.85%-82.0pp | 148.84%-128.0pp |
| Employer contribution / active EE | $1,345 | $4,647-71.0% | $4,425-69.6% | $4,248-68.3% |
| Participant deferral / active EE | $3,006 | $8,044-62.6% | $7,759-61.3% | $6,531-54.0% |
| Admin fee / account holder | $126 | $14,755-99.1% | $13,620-99.1% | $14,480-99.1% |