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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 | $67,191 | $127,273-47.2% | $109,895-38.9% | $167,518-59.9% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.2%-7.6pp | 82.1%-15.4pp |
| Annual return | 13.85% | 22.97%-9.1pp | 29.46%-15.6pp | 478.71%-464.9pp |
| Employer contribution / active EE | $1,049 | $3,324-68.4% | $2,843-63.1% | $4,838-78.3% |
| Participant deferral / active EE | $4,810 | $4,515+6.5% | $4,049+18.8% | $6,342-24.2% |
| Admin fee / account holder | $20 | $7,117-99.7% | $6,067-99.7% | $12,312-99.8% |