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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 | $31,140 | $148,629-79.0% | $135,982-77.1% | $139,487-77.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 20.20% | 79.33%-59.1pp | 68.32%-48.1pp | 373.84%-353.6pp |
| Employer contribution / active EE | $1,577 | $5,247-69.9% | $4,859-67.5% | $4,755-66.8% |
| Participant deferral / active EE | $4,165 | $8,102-48.6% | $7,760-46.3% | $6,713-37.9% |
| Admin fee / account holder | $231 | $12,406-98.1% | $10,767-97.9% | $11,407-98.0% |