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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 | $24,948 | $185,312-86.5% | $161,489-84.6% | $154,746-83.9% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 18.61% | 103.84%-85.2pp | 89.72%-71.1pp | 172.34%-153.7pp |
| Employer contribution / active EE | $1,229 | $4,769-74.2% | $4,268-71.2% | $4,379-71.9% |
| Participant deferral / active EE | $2,405 | $6,350-62.1% | $5,630-57.3% | $6,730-64.3% |
| Admin fee / account holder | $25 | $18,654-99.9% | $16,006-99.8% | $14,365-99.8% |