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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 | $70,094 | $147,556-52.5% | $129,031-45.7% | $198,609-64.7% |
| Participation rate | 66.7% | 77.2%-10.6pp | 73.4%-6.7pp | 82.4%-15.7pp |
| Annual return | 16.15% | 37.41%-21.3pp | 34.67%-18.5pp | 202.70%-186.5pp |
| Employer contribution / active EE | $2,649 | $3,645-27.3% | $3,226-17.9% | $5,055-47.6% |
| Participant deferral / active EE | $9,465 | $5,760+64.3% | $5,217+81.4% | $6,977+35.7% |
| Admin fee / account holder | $161 | $15,467-99.0% | $13,208-98.8% | $19,030-99.2% |