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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 | $27,033 | $154,228-82.5% | $145,433-81.4% | $137,256-80.3% |
| Participation rate | 63.6% | 83.8%-20.2pp | 82.1%-18.5pp | 80.0%-16.3pp |
| Annual return | 25.50% | 74.59%-49.1pp | 66.58%-41.1pp | 220.34%-194.8pp |
| Employer contribution / active EE | $2,755 | $4,804-42.6% | $4,554-39.5% | $4,156-33.7% |
| Participant deferral / active EE | $5,406 | $8,216-34.2% | $7,897-31.6% | $6,407-15.6% |
| Admin fee / account holder | $266 | $14,344-98.1% | $13,129-98.0% | $12,270-97.8% |