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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 | $21,075 | $124,980-83.1% | $108,359-80.6% | $154,746-86.4% |
| Participation rate | 55.6% | 75.2%-19.6pp | 70.1%-14.6pp | 80.7%-25.1pp |
| Annual return | 18.78% | 45.00%-26.2pp | 36.89%-18.1pp | 172.34%-153.6pp |
| Employer contribution / active EE | $1,061 | $2,851-62.8% | $2,399-55.8% | $4,379-75.8% |
| Participant deferral / active EE | $3,877 | $4,743-18.3% | $4,137-6.3% | $6,730-42.4% |
| Admin fee / account holder | $61 | $11,502-99.5% | $9,741-99.4% | $14,365-99.6% |