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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 | $42,790 | $225,673-81.0% | $203,872-79.0% | $155,188-72.4% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 19.10% | 95.91%-76.8pp | 85.11%-66.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $1,353 | $4,099-67.0% | $3,757-64.0% | $4,248-68.2% |
| Participant deferral / active EE | $7,997 | $6,893+16.0% | $6,388+25.2% | $6,531+22.4% |
| Admin fee / account holder | $262 | $12,327-97.9% | $11,730-97.8% | $14,480-98.2% |