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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 | $36,677 | $154,228-76.2% | $145,433-74.8% | $137,256-73.3% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 23.25% | 74.59%-51.3pp | 66.58%-43.3pp | 220.34%-197.1pp |
| Employer contribution / active EE | $2,655 | $4,804-44.7% | $4,554-41.7% | $4,156-36.1% |
| Participant deferral / active EE | $5,697 | $8,216-30.7% | $7,897-27.9% | $6,407-11.1% |
| Admin fee / account holder | $110 | $14,344-99.2% | $13,129-99.2% | $12,270-99.1% |