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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 | $30,995 | $209,336-85.2% | $197,124-84.3% | $137,256-77.4% |
| Participation rate | 50.0% | 87.3%-37.3pp | 86.7%-36.7pp | 80.0%-30.0pp |
| Annual return | 22.65% | 48.09%-25.4pp | 44.34%-21.7pp | 220.34%-197.7pp |
| Employer contribution / active EE | $3,270 | $6,591-50.4% | $6,227-47.5% | $4,156-21.3% |
| Participant deferral / active EE | $11,636 | $9,614+21.0% | $9,135+27.4% | $6,407+81.6% |
| Admin fee / account holder | $95 | $17,308-99.5% | $16,298-99.4% | $12,270-99.2% |