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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 | $20,479 | $174,379-88.3% | $152,093-86.5% | $138,895-85.3% |
| Participation rate | 62.5% | 81.6%-19.1pp | 77.8%-15.3pp | 79.9%-17.4pp |
| Annual return | 28.08% | 74.86%-46.8pp | 66.36%-38.3pp | 145.39%-117.3pp |
| Employer contribution / active EE | $2,423 | $4,652-47.9% | $4,175-42.0% | $4,194-42.2% |
| Participant deferral / active EE | $6,972 | $6,159+13.2% | $5,451+27.9% | $6,396+9.0% |
| Admin fee / account holder | $273 | $16,880-98.4% | $14,497-98.1% | $12,562-97.8% |