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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 | $17,625 | $154,228-88.6% | $145,433-87.9% | $137,256-87.2% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 18.33% | 74.59%-56.3pp | 66.58%-48.2pp | 220.34%-202.0pp |
| Employer contribution / active EE | $1,661 | $4,804-65.4% | $4,554-63.5% | $4,156-60.0% |
| Participant deferral / active EE | $5,827 | $8,216-29.1% | $7,897-26.2% | $6,407-9.0% |
| Admin fee / account holder | $282 | $14,344-98.0% | $13,129-97.9% | $12,270-97.7% |