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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 | $148,558-79.0% | $135,925-77.1% | $139,427-77.7% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 20.20% | 79.22%-59.0pp | 68.25%-48.1pp | 373.27%-353.1pp |
| Employer contribution / active EE | $1,577 | $5,244-69.9% | $4,857-67.5% | $4,752-66.8% |
| Participant deferral / active EE | $4,165 | $8,101-48.6% | $7,759-46.3% | $6,711-37.9% |
| Admin fee / account holder | $231 | $12,401-98.1% | $10,764-97.9% | $11,404-98.0% |