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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 | $20,269 | $172,111-88.2% | $150,298-86.5% | $137,256-85.2% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 17.86% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,360 | $4,636-70.7% | $4,154-67.3% | $4,156-67.3% |
| Participant deferral / active EE | $1,700 | $6,166-72.4% | $5,453-68.8% | $6,407-73.5% |
| Admin fee / account holder | $139 | $16,471-99.2% | $14,116-99.0% | $12,270-98.9% |