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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 | $29,016 | $176,786-83.6% | $146,643-80.2% | $167,536-82.7% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 13.08% | 24.04%-11.0pp | 22.75%-9.7pp | 478.82%-465.7pp |
| Employer contribution / active EE | $2,195 | $5,161-57.5% | $4,137-46.9% | $4,839-54.6% |
| Participant deferral / active EE | $5,232 | $6,440-18.8% | $5,506-5.0% | $6,342-17.5% |
| Admin fee / account holder | $244 | $13,262-98.2% | $10,280-97.6% | $12,315-98.0% |