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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 | $28,956 | $178,174-83.7% | $156,181-81.5% | $137,256-78.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.8%-28.8pp | 80.0%-30.0pp |
| Annual return | 24.65% | 84.19%-59.5pp | 64.87%-40.2pp | 220.34%-195.7pp |
| Employer contribution / active EE | $2,300 | $4,972-53.7% | $4,294-46.4% | $4,156-44.7% |
| Participant deferral / active EE | $2,875 | $6,888-58.3% | $6,132-53.1% | $6,407-55.1% |
| Admin fee / account holder | $152 | $17,404-99.1% | $14,586-99.0% | $12,270-98.8% |