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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 | $37,859 | $152,619-75.2% | $125,195-69.8% | $152,909-75.2% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 28.67% | 54.85%-26.2pp | 43.79%-15.1pp | 345.46%-316.8pp |
| Employer contribution / active EE | $1,502 | $4,947-69.6% | $3,866-61.1% | $4,764-68.5% |
| Participant deferral / active EE | $5,778 | $5,869-1.6% | $4,937+17.0% | $5,851-1.3% |
| Admin fee / account holder | $18 | $13,437-99.9% | $9,704-99.8% | $11,601-99.8% |