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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 | $30,224 | $211,224-85.7% | $178,505-83.1% | $145,897-79.3% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 9.93% | 30.28%-20.3pp | 27.16%-17.2pp | 552.29%-542.4pp |
| Employer contribution / active EE | $1,009 | $4,577-78.0% | $3,955-74.5% | $4,663-78.4% |
| Participant deferral / active EE | $6,635 | $6,966-4.7% | $6,280+5.7% | $6,689-0.8% |
| Admin fee / account holder | $202 | $12,109-98.3% | $10,428-98.1% | $13,390-98.5% |