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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 | $27,556 | $148,623-81.5% | $135,974-79.7% | $139,466-80.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 17.55% | 79.30%-61.7pp | 68.30%-50.8pp | 373.66%-356.1pp |
| Employer contribution / active EE | $1,947 | $5,246-62.9% | $4,859-59.9% | $4,754-59.0% |
| Participant deferral / active EE | $3,525 | $8,103-56.5% | $7,760-54.6% | $6,712-47.5% |
| Admin fee / account holder | $43 | $12,406-99.7% | $10,767-99.6% | $11,409-99.6% |