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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 | $7,226 | $97,125-92.6% | $86,233-91.6% | $137,256-94.7% |
| Participation rate | 63.6% | 74.2%-10.6pp | 69.0%-5.4pp | 80.0%-16.3pp |
| Annual return | 19.97% | 74.19%-54.2pp | 61.39%-41.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $1,150 | $2,841-59.5% | $2,504-54.1% | $4,156-72.3% |
| Participant deferral / active EE | $1,785 | $5,180-65.5% | $4,559-60.9% | $6,407-72.1% |
| Admin fee / account holder | $35 | $9,725-99.6% | $8,342-99.6% | $12,270-99.7% |