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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 | $73,836 | $135,956-45.7% | $123,894-40.4% | $273,972-73.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 35.03% | 56.63%-21.6pp | 47.52%-12.5pp | 41.46%-6.4pp |
| Employer contribution / active EE | $1,394 | $5,170-73.0% | $4,617-69.8% | $4,869-71.4% |
| Participant deferral / active EE | $1,995 | $6,343-68.5% | $5,984-66.7% | $5,287-62.3% |
| Admin fee / account holder | $31 | $9,817-99.7% | $8,357-99.6% | $10,133-99.7% |