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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 | $20,178 | $94,439-78.6% | $73,658-72.6% | $154,746-87.0% |
| Participation rate | 63.6% | 64.7%-1.0pp | 57.0%+6.6pp | 80.7%-17.1pp |
| Annual return | 17.33% | 28.25%-10.9pp | 29.72%-12.4pp | 172.34%-155.0pp |
| Employer contribution / active EE | $843 | $1,257-32.9% | $1,032-18.3% | $4,379-80.7% |
| Participant deferral / active EE | $6,016 | $2,527+138.1% | $2,062+191.8% | $6,730-10.6% |
| Admin fee / account holder | $84 | $3,843-97.8% | $3,357-97.5% | $14,365-99.4% |