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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 | $25,805 | $97,125-73.4% | $86,233-70.1% | $137,256-81.2% |
| Participation rate | 66.7% | 74.2%-7.5pp | 69.0%-2.4pp | 80.0%-13.3pp |
| Annual return | 59.99% | 74.19%-14.2pp | 61.39%-1.4pp | 220.34%-160.3pp |
| Employer contribution / active EE | $1,003 | $2,841-64.7% | $2,504-59.9% | $4,156-75.9% |
| Participant deferral / active EE | $5,269 | $5,180+1.7% | $4,559+15.6% | $6,407-17.8% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |