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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 | $29,103 | $106,923-72.8% | $84,023-65.4% | $152,909-81.0% |
| Participation rate | 66.7% | 75.3%-8.6pp | 69.0%-2.4pp | 82.5%-15.8pp |
| Annual return | 31.24% | 105.02%-73.8pp | 71.32%-40.1pp | 345.46%-314.2pp |
| Employer contribution / active EE | $1,282 | $2,735-53.1% | $1,984-35.4% | $4,764-73.1% |
| Participant deferral / active EE | $7,447 | $4,013+85.6% | $3,239+129.9% | $5,851+27.3% |
| Admin fee / account holder | $143 | $8,289-98.3% | $6,102-97.7% | $11,601-98.8% |