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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 | $181,062-87.3% | $158,223-85.4% | $155,188-85.1% |
| Participation rate | 62.5% | 82.7%-20.2pp | 79.2%-16.7pp | 80.8%-18.3pp |
| Annual return | 27.75% | 57.39%-29.6pp | 52.09%-24.3pp | 148.84%-121.1pp |
| Employer contribution / active EE | $2,181 | $4,565-52.2% | $4,109-46.9% | $4,248-48.6% |
| Participant deferral / active EE | $6,701 | $6,134+9.2% | $5,467+22.6% | $6,531+2.6% |
| Admin fee / account holder | $186 | $18,825-99.0% | $16,047-98.8% | $14,480-98.7% |