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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 | $28,693 | $88,672-67.6% | $105,223-72.7% | $82,448-65.2% |
| Participation rate | 40.6% | 67.9%-27.3pp | 75.0%-34.4pp | 68.1%-27.4pp |
| Annual return | 23.26% | 30.86%-7.6pp | 180.65%-157.4pp | 41.64%-18.4pp |
| Employer contribution / active EE | $1,476 | $3,048-51.6% | $3,689-60.0% | $2,551-42.1% |
| Participant deferral / active EE | $2,565 | $4,036-36.4% | $5,072-49.4% | $4,139-38.0% |
| Admin fee / account holder | $232 | $7,146-96.8% | $8,859-97.4% | $7,234-96.8% |