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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 | $21,854 | $183,516-88.1% | $155,534-85.9% | $145,884-85.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 14.24% | 61.43%-47.2pp | 64.92%-50.7pp | 551.85%-537.6pp |
| Employer contribution / active EE | $2,301 | $5,315-56.7% | $4,675-50.8% | $4,662-50.7% |
| Participant deferral / active EE | $2,023 | $6,467-68.7% | $5,630-64.1% | $6,690-69.8% |
| Admin fee / account holder | $255 | $19,293-98.7% | $15,900-98.4% | $13,392-98.1% |