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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 | $29,254 | $172,111-83.0% | $150,298-80.5% | $137,256-78.7% |
| Participation rate | 68.4% | 81.7%-13.3pp | 77.8%-9.3pp | 80.0%-11.5pp |
| Annual return | 17.83% | 69.37%-51.5pp | 62.79%-45.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,201 | $4,636-74.1% | $4,154-71.1% | $4,156-71.1% |
| Participant deferral / active EE | $3,588 | $6,166-41.8% | $5,453-34.2% | $6,407-44.0% |
| Admin fee / account holder | $104 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |