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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 | $12,468 | $97,125-87.2% | $86,233-85.5% | $137,256-90.9% |
| Participation rate | 61.9% | 74.2%-12.3pp | 69.0%-7.1pp | 80.0%-18.1pp |
| Annual return | 15.88% | 74.19%-58.3pp | 61.39%-45.5pp | 220.34%-204.5pp |
| Employer contribution / active EE | $741 | $2,841-73.9% | $2,504-70.4% | $4,156-82.2% |
| Participant deferral / active EE | $931 | $5,180-82.0% | $4,559-79.6% | $6,407-85.5% |
| Admin fee / account holder | $238 | $9,725-97.5% | $8,342-97.1% | $12,270-98.1% |