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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 | $26,018 | $154,228-83.1% | $145,433-82.1% | $137,256-81.0% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 80.0%-20.0pp |
| Annual return | 17.05% | 74.59%-57.5pp | 66.58%-49.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $1,626 | $4,804-66.1% | $4,554-64.3% | $4,156-60.9% |
| Participant deferral / active EE | $2,474 | $8,216-69.9% | $7,897-68.7% | $6,407-61.4% |
| Admin fee / account holder | $198 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |