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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 | $77,978 | $142,354-45.2% | $125,529-37.9% | $155,188-49.8% |
| Participation rate | 61.1% | 78.1%-17.0pp | 74.7%-13.6pp | 80.8%-19.7pp |
| Annual return | 14.73% | 306.06%-291.3pp | 202.56%-187.8pp | 148.84%-134.1pp |
| Employer contribution / active EE | $934 | $3,501-73.3% | $3,058-69.5% | $4,248-78.0% |
| Participant deferral / active EE | $4,442 | $5,491-19.1% | $4,813-7.7% | $6,531-32.0% |
| Admin fee / account holder | $8 | $19,392-100.0% | $16,298-99.9% | $14,480-99.9% |