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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 | $36,998 | $161,352-77.1% | $134,172-72.4% | $137,256-73.0% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 28.06% | 28.72%-0.7pp | 25.30%+2.8pp | 220.34%-192.3pp |
| Employer contribution / active EE | $4,000 | $4,099-2.4% | $3,420+17.0% | $4,156-3.8% |
| Participant deferral / active EE | $5,972 | $5,552+7.6% | $4,690+27.3% | $6,407-6.8% |
| Admin fee / account holder | $179 | $15,028-98.8% | $12,016-98.5% | $12,270-98.5% |