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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 | $29,291 | $112,729-74.0% | $98,716-70.3% | $137,256-78.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.3%-9.3pp | 80.0%-20.0pp |
| Annual return | 21.72% | 38.48%-16.8pp | 31.81%-10.1pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,075 | $2,725-23.9% | $2,279-8.9% | $4,156-50.1% |
| Participant deferral / active EE | $2,548 | $4,640-45.1% | $4,048-37.0% | $6,407-60.2% |
| Admin fee / account holder | $117 | $10,129-98.8% | $8,703-98.7% | $12,270-99.0% |