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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 | $22,199 | $174,379-87.3% | $152,093-85.4% | $138,895-84.0% |
| Participation rate | 58.8% | 81.6%-22.8pp | 77.8%-18.9pp | 79.9%-21.1pp |
| Annual return | 18.09% | 74.86%-56.8pp | 66.36%-48.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $1,384 | $4,652-70.3% | $4,175-66.9% | $4,194-67.0% |
| Participant deferral / active EE | $2,880 | $6,159-53.2% | $5,451-47.2% | $6,396-55.0% |
| Admin fee / account holder | $21 | $16,880-99.9% | $14,497-99.9% | $12,562-99.8% |