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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 | $23,425 | $135,956-82.8% | $123,894-81.1% | $273,972-91.4% |
| Participation rate | 33.3% | 84.1%-50.7pp | 81.4%-48.1pp | 83.0%-49.7pp |
| Annual return | 30.50% | 56.63%-26.1pp | 47.52%-17.0pp | 41.46%-11.0pp |
| Employer contribution / active EE | $4,222 | $5,170-18.3% | $4,617-8.5% | $4,869-13.3% |
| Participant deferral / active EE | $6,951 | $6,343+9.6% | $5,984+16.2% | $5,287+31.5% |
| Admin fee / account holder | $55 | $9,817-99.4% | $8,357-99.3% | $10,133-99.5% |