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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 | $33,432 | $101,618-67.1% | $93,063-64.1% | $137,256-75.6% |
| Participation rate | 60.0% | 74.9%-14.9pp | 72.1%-12.1pp | 80.0%-20.0pp |
| Annual return | 20.43% | 223.95%-203.5pp | 34.15%-13.7pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,220 | $2,707+18.9% | $2,476+30.0% | $4,156-22.5% |
| Participant deferral / active EE | $2,445 | $4,279-42.9% | $3,958-38.2% | $6,407-61.8% |
| Admin fee / account holder | $186 | $6,198-97.0% | $6,033-96.9% | $12,270-98.5% |