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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 | $27,640 | $107,368-74.3% | $92,915-70.3% | $152,909-81.9% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 14.80% | 145.64%-130.8pp | 109.45%-94.6pp | 345.46%-330.7pp |
| Employer contribution / active EE | $2,941 | $4,222-30.3% | $3,653-19.5% | $4,764-38.3% |
| Participant deferral / active EE | $4,477 | $4,848-7.6% | $4,238+5.6% | $5,851-23.5% |
| Admin fee / account holder | $185 | $7,082-97.4% | $5,796-96.8% | $11,601-98.4% |