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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 | $12,731 | $174,379-92.7% | $152,093-91.6% | $138,895-90.8% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 24.37% | 74.86%-50.5pp | 66.36%-42.0pp | 145.39%-121.0pp |
| Employer contribution / active EE | $1,838 | $4,652-60.5% | $4,175-56.0% | $4,194-56.2% |
| Participant deferral / active EE | $2,558 | $6,159-58.5% | $5,451-53.1% | $6,396-60.0% |
| Admin fee / account holder | $26 | $16,880-99.8% | $14,497-99.8% | $12,562-99.8% |