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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 | $39,142 | $117,829-66.8% | $102,423-61.8% | $145,877-73.2% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 18.14% | 31.83%-13.7pp | 29.42%-11.3pp | 551.28%-533.1pp |
| Employer contribution / active EE | $2,155 | $3,615-40.4% | $3,023-28.7% | $4,663-53.8% |
| Participant deferral / active EE | $7,406 | $5,732+29.2% | $5,054+46.5% | $6,691+10.7% |
| Admin fee / account holder | $174 | $13,335-98.7% | $9,455-98.2% | $13,402-98.7% |