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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 | $23,050 | $185,312-87.6% | $161,489-85.7% | $154,746-85.1% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 27.75% | 103.84%-76.1pp | 89.72%-62.0pp | 172.34%-144.6pp |
| Employer contribution / active EE | $2,181 | $4,769-54.3% | $4,268-48.9% | $4,379-50.2% |
| Participant deferral / active EE | $6,701 | $6,350+5.5% | $5,630+19.0% | $6,730-0.4% |
| Admin fee / account holder | $186 | $18,654-99.0% | $16,006-98.8% | $14,365-98.7% |