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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 | $36,069 | $157,296-77.1% | $141,191-74.5% | $152,897-76.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 29.02% | 64.34%-35.3pp | 71.41%-42.4pp | 345.43%-316.4pp |
| Employer contribution / active EE | $1,877 | $5,262-64.3% | $4,736-60.4% | $4,764-60.6% |
| Participant deferral / active EE | $3,247 | $7,111-54.3% | $6,710-51.6% | $5,851-44.5% |
| Admin fee / account holder | $153 | $12,125-98.7% | $10,264-98.5% | $11,599-98.7% |