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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 | $18,153 | $174,018-89.6% | $136,833-86.7% | $198,609-90.9% |
| Participation rate | 56.3% | 65.1%-8.9pp | 59.0%-2.8pp | 82.4%-26.1pp |
| Annual return | 21.06% | 35.16%-14.1pp | 35.32%-14.3pp | 202.70%-181.6pp |
| Employer contribution / active EE | $1,026 | $1,571-34.7% | $1,319-22.2% | $5,055-79.7% |
| Participant deferral / active EE | $1,308 | $2,873-54.5% | $2,441-46.4% | $6,977-81.3% |
| Admin fee / account holder | $276 | $5,434-94.9% | $4,706-94.1% | $19,030-98.6% |