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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 | $26,404 | $142,430-81.5% | $115,170-77.1% | $152,885-82.7% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.5%-15.8pp |
| Annual return | 28.02% | 41.48%-13.5pp | 35.60%-7.6pp | 345.39%-317.4pp |
| Employer contribution / active EE | $2,504 | $4,011-37.6% | $3,179-21.3% | $4,763-47.4% |
| Participant deferral / active EE | $4,724 | $5,165-8.5% | $4,169+13.3% | $5,851-19.3% |
| Admin fee / account holder | $284 | $8,464-96.6% | $7,089-96.0% | $11,598-97.5% |