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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 | $28,626 | $96,508-70.3% | $75,901-62.3% | $152,897-81.3% |
| Participation rate | 61.1% | 76.2%-15.1pp | 69.3%-8.2pp | 82.5%-21.3pp |
| Annual return | 19.22% | 33.99%-14.8pp | 30.76%-11.5pp | 345.43%-326.2pp |
| Employer contribution / active EE | $7,547 | $3,310+128.0% | $2,501+201.8% | $4,764+58.4% |
| Participant deferral / active EE | $3,203 | $4,554-29.6% | $3,603-11.1% | $5,851-45.3% |
| Admin fee / account holder | $265 | $8,081-96.7% | $5,420-95.1% | $11,599-97.7% |