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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 | $25,437 | $154,228-83.5% | $145,433-82.5% | $137,256-81.5% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 42.62% | 74.59%-32.0pp | 66.58%-24.0pp | 220.34%-177.7pp |
| Employer contribution / active EE | $7,299 | $4,804+51.9% | $4,554+60.3% | $4,156+75.6% |
| Participant deferral / active EE | $3,361 | $8,216-59.1% | $7,897-57.4% | $6,407-47.5% |
| Admin fee / account holder | $33 | $14,344-99.8% | $13,129-99.8% | $12,270-99.7% |