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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 | $38,760 | $160,040-75.8% | $147,096-73.7% | $145,877-73.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.97% | 98.49%-87.5pp | 419.75%-408.8pp | 551.28%-540.3pp |
| Employer contribution / active EE | $1,441 | $5,289-72.8% | $4,936-70.8% | $4,663-69.1% |
| Participant deferral / active EE | $4,814 | $8,429-42.9% | $8,071-40.4% | $6,691-28.0% |
| Admin fee / account holder | $53 | $15,050-99.6% | $13,005-99.6% | $13,402-99.6% |