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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 | $78,663 | $99,652-21.1% | $78,778-0.1% | $147,585-46.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 69.2%-2.5pp | 82.8%-16.2pp |
| Annual return | 19.45% | 47.28%-27.8pp | 35.62%-16.2pp | 578.58%-559.1pp |
| Employer contribution / active EE | $1,587 | $2,796-43.2% | $1,986-20.1% | $4,876-67.5% |
| Participant deferral / active EE | $3,384 | $3,664-7.6% | $2,958+14.4% | $5,439-37.8% |
| Admin fee / account holder | $14 | $7,155-99.8% | $5,134-99.7% | $10,886-99.9% |