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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 | $55,267 | $117,433-52.9% | $99,475-44.4% | $152,897-63.9% |
| Participation rate | 64.7% | 77.5%-12.8pp | 73.8%-9.1pp | 82.5%-17.7pp |
| Annual return | 26.61% | 31.87%-5.3pp | 30.72%-4.1pp | 345.43%-318.8pp |
| Employer contribution / active EE | $3,467 | $3,013+15.1% | $2,540+36.5% | $4,764-27.2% |
| Participant deferral / active EE | $6,990 | $4,086+71.1% | $3,619+93.2% | $5,851+19.5% |
| Admin fee / account holder | $255 | $7,634-96.7% | $6,252-95.9% | $11,599-97.8% |