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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 | $181,062-86.0% | $158,223-83.9% | $155,188-83.6% |
| Participation rate | 64.7% | 82.7%-17.9pp | 79.2%-14.5pp | 80.8%-16.1pp |
| Annual return | 18.47% | 57.39%-38.9pp | 52.09%-33.6pp | 148.84%-130.4pp |
| Employer contribution / active EE | $1,866 | $4,565-59.1% | $4,109-54.6% | $4,248-56.1% |
| Participant deferral / active EE | $4,765 | $6,134-22.3% | $5,467-12.8% | $6,531-27.0% |
| Admin fee / account holder | $211 | $18,825-98.9% | $16,047-98.7% | $14,480-98.5% |