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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 | $124,980-76.6% | $108,359-73.0% | $154,746-81.1% |
| Participation rate | 60.0% | 75.2%-15.2pp | 70.1%-10.1pp | 80.7%-20.7pp |
| Annual return | 21.72% | 45.00%-23.3pp | 36.89%-15.2pp | 172.34%-150.6pp |
| Employer contribution / active EE | $2,075 | $2,851-27.2% | $2,399-13.5% | $4,379-52.6% |
| Participant deferral / active EE | $2,548 | $4,743-46.3% | $4,137-38.4% | $6,730-62.1% |
| Admin fee / account holder | $117 | $11,502-99.0% | $9,741-98.8% | $14,365-99.2% |