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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 | $68,896 | $112,729-38.9% | $98,716-30.2% | $137,256-49.8% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 22.44% | 38.48%-16.0pp | 31.81%-9.4pp | 220.34%-197.9pp |
| Employer contribution / active EE | $2,003 | $2,725-26.5% | $2,279-12.1% | $4,156-51.8% |
| Participant deferral / active EE | $7,560 | $4,640+62.9% | $4,048+86.8% | $6,407+18.0% |
| Admin fee / account holder | $14 | $10,129-99.9% | $8,703-99.8% | $12,270-99.9% |