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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 | $14,977 | $99,053-84.9% | $88,179-83.0% | $138,895-89.2% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.1%-2.5pp | 79.9%-13.3pp |
| Annual return | 22.90% | 78.17%-55.3pp | 64.97%-42.1pp | 145.39%-122.5pp |
| Employer contribution / active EE | $4,718 | $2,882+63.7% | $2,549+85.1% | $4,194+12.5% |
| Participant deferral / active EE | $6,468 | $5,225+23.8% | $4,614+40.2% | $6,396+1.1% |
| Admin fee / account holder | $57 | $8,748-99.3% | $7,673-99.3% | $12,562-99.5% |