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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 | $16,864 | $94,439-82.1% | $73,658-77.1% | $154,746-89.1% |
| Participation rate | 45.0% | 64.7%-19.7pp | 57.0%-12.0pp | 80.7%-35.7pp |
| Annual return | 21.89% | 28.25%-6.4pp | 29.72%-7.8pp | 172.34%-150.4pp |
| Employer contribution / active EE | $790 | $1,257-37.2% | $1,032-23.5% | $4,379-82.0% |
| Participant deferral / active EE | $2,683 | $2,527+6.2% | $2,062+30.1% | $6,730-60.1% |
| Admin fee / account holder | $93 | $3,843-97.6% | $3,357-97.2% | $14,365-99.4% |