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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 | $181,062-86.2% | $158,223-84.2% | $155,188-83.9% |
| Participation rate | 62.5% | 82.7%-20.2pp | 79.2%-16.7pp | 80.8%-18.3pp |
| Annual return | 18.61% | 57.39%-38.8pp | 52.09%-33.5pp | 148.84%-130.2pp |
| Employer contribution / active EE | $1,229 | $4,565-73.1% | $4,109-70.1% | $4,248-71.1% |
| Participant deferral / active EE | $2,405 | $6,134-60.8% | $5,467-56.0% | $6,531-63.2% |
| Admin fee / account holder | $25 | $18,825-99.9% | $16,047-99.8% | $14,480-99.8% |