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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 | $75,444 | $157,296-52.0% | $141,191-46.6% | $152,897-50.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 22.91% | 64.34%-41.4pp | 71.41%-48.5pp | 345.43%-322.5pp |
| Employer contribution / active EE | $1,279 | $5,262-75.7% | $4,736-73.0% | $4,764-73.2% |
| Participant deferral / active EE | $3,908 | $7,111-45.0% | $6,710-41.8% | $5,851-33.2% |
| Admin fee / account holder | -$45 | $12,125-100.4% | $10,264-100.4% | $11,599-100.4% |