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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 | $22,254 | $174,379-87.2% | $152,093-85.4% | $138,895-84.0% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 20.56% | 74.86%-54.3pp | 66.36%-45.8pp | 145.39%-124.8pp |
| Employer contribution / active EE | $2,239 | $4,652-51.9% | $4,175-46.4% | $4,194-46.6% |
| Participant deferral / active EE | $3,554 | $6,159-42.3% | $5,451-34.8% | $6,396-44.4% |
| Admin fee / account holder | $51 | $16,880-99.7% | $14,497-99.7% | $12,562-99.6% |