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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 | $25,427 | $185,312-86.3% | $161,489-84.3% | $154,746-83.6% |
| Participation rate | 64.7% | 82.5%-17.8pp | 78.7%-14.0pp | 80.7%-16.0pp |
| Annual return | 18.47% | 103.84%-85.4pp | 89.72%-71.3pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,866 | $4,769-60.9% | $4,268-56.3% | $4,379-57.4% |
| Participant deferral / active EE | $4,765 | $6,350-25.0% | $5,630-15.4% | $6,730-29.2% |
| Admin fee / account holder | $211 | $18,654-98.9% | $16,006-98.7% | $14,365-98.5% |