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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 | $124,980-77.4% | $108,359-74.0% | $154,746-81.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 70.1%-3.5pp | 80.7%-14.0pp |
| Annual return | 25.03% | 45.00%-20.0pp | 36.89%-11.9pp | 172.34%-147.3pp |
| Employer contribution / active EE | $1,791 | $2,851-37.2% | $2,399-25.4% | $4,379-59.1% |
| Participant deferral / active EE | $3,058 | $4,743-35.5% | $4,137-26.1% | $6,730-54.6% |
| Admin fee / account holder | $180 | $11,502-98.4% | $9,741-98.2% | $14,365-98.7% |