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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 | $172,111-86.6% | $150,298-84.7% | $137,256-83.2% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 27.75% | 69.37%-41.6pp | 62.79%-35.0pp | 220.34%-192.6pp |
| Employer contribution / active EE | $2,181 | $4,636-52.9% | $4,154-47.5% | $4,156-47.5% |
| Participant deferral / active EE | $6,701 | $6,166+8.7% | $5,453+22.9% | $6,407+4.6% |
| Admin fee / account holder | $186 | $16,471-98.9% | $14,116-98.7% | $12,270-98.5% |