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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 | $25,145 | $111,535-77.5% | $105,223-76.1% | $137,256-81.7% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.0%-13.5pp | 80.0%-18.4pp |
| Annual return | 17.37% | 237.85%-220.5pp | 180.65%-163.3pp | 220.34%-203.0pp |
| Employer contribution / active EE | $1,829 | $3,939-53.6% | $3,689-50.4% | $4,156-56.0% |
| Participant deferral / active EE | $2,744 | $5,500-50.1% | $5,072-45.9% | $6,407-57.2% |
| Admin fee / account holder | $264 | $9,721-97.3% | $8,859-97.0% | $12,270-97.8% |