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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 | $32,147 | $101,618-68.4% | $93,063-65.5% | $137,256-76.6% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 21.90% | 223.95%-202.0pp | 34.15%-12.3pp | 220.34%-198.4pp |
| Employer contribution / active EE | $1,659 | $2,707-38.7% | $2,476-33.0% | $4,156-60.1% |
| Participant deferral / active EE | $11,323 | $4,279+164.6% | $3,958+186.1% | $6,407+76.7% |
| Admin fee / account holder | $99 | $6,198-98.4% | $6,033-98.4% | $12,270-99.2% |