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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 | $23,490 | $114,013-79.4% | $103,693-77.3% | $155,188-84.9% |
| Participation rate | 61.5% | 75.2%-13.7pp | 72.6%-11.1pp | 80.8%-19.3pp |
| Annual return | 20.62% | 49.31%-28.7pp | 47.61%-27.0pp | 148.84%-128.2pp |
| Employer contribution / active EE | $1,097 | $3,131-65.0% | $2,920-62.5% | $4,248-74.2% |
| Participant deferral / active EE | $3,881 | $4,970-21.9% | $4,579-15.2% | $6,531-40.6% |
| Admin fee / account holder | $131 | $8,407-98.4% | $7,858-98.3% | $14,480-99.1% |