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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 | $24,346 | $215,361-88.7% | $171,082-85.8% | $273,972-91.1% |
| Participation rate | 58.3% | 82.0%-23.7pp | 76.7%-18.4pp | 83.0%-24.7pp |
| Annual return | 24.46% | 25.14%-0.7pp | 32.56%-8.1pp | 41.46%-17.0pp |
| Employer contribution / active EE | $1,803 | $4,967-63.7% | $4,002-54.9% | $4,869-63.0% |
| Participant deferral / active EE | $2,602 | $5,543-53.1% | $4,797-45.8% | $5,287-50.8% |
| Admin fee / account holder | $283 | $10,846-97.4% | $8,520-96.7% | $10,133-97.2% |