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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 | $156,398-85.5% | $147,318-84.6% | $138,895-83.6% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 22.02% | 78.75%-56.7pp | 70.43%-48.4pp | 145.39%-123.4pp |
| Employer contribution / active EE | $1,083 | $4,853-77.7% | $4,593-76.4% | $4,194-74.2% |
| Participant deferral / active EE | $2,778 | $8,237-66.3% | $7,906-64.9% | $6,396-56.6% |
| Admin fee / account holder | $243 | $14,976-98.4% | $13,708-98.2% | $12,562-98.1% |