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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 | $183,592-88.1% | $155,574-86.0% | $145,877-85.0% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 14.24% | 61.37%-47.1pp | 64.87%-50.6pp | 551.28%-537.0pp |
| Employer contribution / active EE | $2,301 | $5,317-56.7% | $4,676-50.8% | $4,663-50.7% |
| Participant deferral / active EE | $2,023 | $6,466-68.7% | $5,629-64.1% | $6,691-69.8% |
| Admin fee / account holder | $255 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |