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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 | $33,266 | $155,555-78.6% | $146,866-77.3% | $155,188-78.6% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.5%-57.5pp | 80.8%-55.8pp |
| Annual return | 14.87% | 115.41%-100.5pp | 102.85%-88.0pp | 148.84%-134.0pp |
| Employer contribution / active EE | $1,788 | $4,647-61.5% | $4,425-59.6% | $4,248-57.9% |
| Participant deferral / active EE | $2,882 | $8,044-64.2% | $7,759-62.9% | $6,531-55.9% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |