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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 | $74,763 | $123,155-39.3% | $108,753-31.3% | $155,188-51.8% |
| Participation rate | 69.2% | 75.6%-6.4pp | 71.1%-1.9pp | 80.8%-11.6pp |
| Annual return | 14.71% | 44.73%-30.0pp | 37.47%-22.8pp | 148.84%-134.1pp |
| Employer contribution / active EE | $2,500 | $2,811-11.1% | $2,427+3.0% | $4,248-41.1% |
| Participant deferral / active EE | $4,671 | $4,623+1.0% | $4,115+13.5% | $6,531-28.5% |
| Admin fee / account holder | $80 | $12,126-99.3% | $10,320-99.2% | $14,480-99.4% |