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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 | $27,499 | $123,155-77.7% | $108,753-74.7% | $155,188-82.3% |
| Participation rate | 66.7% | 75.6%-9.0pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 26.64% | 44.73%-18.1pp | 37.47%-10.8pp | 148.84%-122.2pp |
| Employer contribution / active EE | $8,296 | $2,811+195.1% | $2,427+241.9% | $4,248+95.3% |
| Participant deferral / active EE | $5,167 | $4,623+11.8% | $4,115+25.6% | $6,531-20.9% |
| Admin fee / account holder | $36 | $12,126-99.7% | $10,320-99.7% | $14,480-99.8% |