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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 | $20,640 | $70,684-70.8% | $169,397-87.8% | $75,177-72.5% |
| Participation rate | 64.0% | 64.8%-0.8pp | 77.2%-13.2pp | 67.2%-3.2pp |
| Annual return | 16.86% | 36.38%-19.5pp | 406.23%-389.4pp | 160.75%-143.9pp |
| Employer contribution / active EE | $4,302 | $2,211+94.6% | $4,013+7.2% | $2,671+61.0% |
| Participant deferral / active EE | $2,426 | $4,310-43.7% | $6,223-61.0% | $4,126-41.2% |
| Admin fee / account holder | $99 | $5,404-98.2% | $9,017-98.9% | $5,651-98.2% |