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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 | $22,730 | $162,136-86.0% | $152,301-85.1% | $154,746-85.3% |
| Participation rate | 33.3% | 84.1%-50.8pp | 82.4%-49.1pp | 80.7%-47.4pp |
| Annual return | 22.02% | 91.02%-69.0pp | 80.50%-58.5pp | 172.34%-150.3pp |
| Employer contribution / active EE | $1,083 | $4,890-77.9% | $4,624-76.6% | $4,379-75.3% |
| Participant deferral / active EE | $2,778 | $8,341-66.7% | $8,004-65.3% | $6,730-58.7% |
| Admin fee / account holder | $243 | $15,759-98.5% | $14,398-98.3% | $14,365-98.3% |