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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 | $37,016 | $124,980-70.4% | $108,359-65.8% | $154,746-76.1% |
| Participation rate | 63.2% | 75.2%-12.0pp | 70.1%-7.0pp | 80.7%-17.5pp |
| Annual return | 22.15% | 45.00%-22.9pp | 36.89%-14.7pp | 172.34%-150.2pp |
| Employer contribution / active EE | $2,304 | $2,851-19.2% | $2,399-4.0% | $4,379-47.4% |
| Participant deferral / active EE | $6,553 | $4,743+38.2% | $4,137+58.4% | $6,730-2.6% |
| Admin fee / account holder | $82 | $11,502-99.3% | $9,741-99.2% | $14,365-99.4% |