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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 | $28,190 | $112,729-75.0% | $98,716-71.4% | $137,256-79.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 25.03% | 38.48%-13.4pp | 31.81%-6.8pp | 220.34%-195.3pp |
| Employer contribution / active EE | $1,791 | $2,725-34.3% | $2,279-21.4% | $4,156-56.9% |
| Participant deferral / active EE | $3,058 | $4,640-34.1% | $4,048-24.4% | $6,407-52.3% |
| Admin fee / account holder | $180 | $10,129-98.2% | $8,703-97.9% | $12,270-98.5% |