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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 | $115,225-76.1% | $100,712-72.7% | $138,895-80.2% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 26.64% | 40.35%-13.7pp | 33.27%-6.6pp | 145.39%-118.8pp |
| Employer contribution / active EE | $8,296 | $2,771+199.4% | $2,313+258.7% | $4,194+97.8% |
| Participant deferral / active EE | $5,167 | $4,699+9.9% | $4,085+26.5% | $6,396-19.2% |
| Admin fee / account holder | $36 | $10,844-99.7% | $9,256-99.6% | $12,562-99.7% |