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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 | $23,399 | $166,131-85.9% | $164,975-85.8% | $145,877-84.0% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 16.31% | 100.37%-84.1pp | 70.12%-53.8pp | 551.28%-535.0pp |
| Employer contribution / active EE | $6,206 | $5,276+17.6% | $4,343+42.9% | $4,663+33.1% |
| Participant deferral / active EE | $6,750 | $6,962-3.0% | $6,033+11.9% | $6,691+0.9% |
| Admin fee / account holder | $146 | $16,648-99.1% | $12,688-98.9% | $13,402-98.9% |