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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 | $33,005 | $162,785-79.7% | $133,959-75.4% | $158,950-79.2% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 15.31% | 41.94%-26.6pp | 45.09%-29.8pp | 302.91%-287.6pp |
| Employer contribution / active EE | $2,805 | $4,975-43.6% | $3,919-28.4% | $4,762-41.1% |
| Participant deferral / active EE | $6,002 | $5,910+1.6% | $5,047+18.9% | $5,983+0.3% |
| Admin fee / account holder | $188 | $11,738-98.4% | $8,928-97.9% | $11,248-98.3% |