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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 | $18,476 | $141,001-86.9% | $112,228-83.5% | $139,487-86.8% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 17.67% | 32.75%-15.1pp | 30.23%-12.6pp | 373.84%-356.2pp |
| Employer contribution / active EE | $2,240 | $4,285-47.7% | $3,432-34.7% | $4,755-52.9% |
| Participant deferral / active EE | $4,852 | $5,877-17.5% | $4,800+1.1% | $6,713-27.7% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |