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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 | $24,741 | $157,296-84.3% | $141,191-82.5% | $152,897-83.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 28.52% | 64.34%-35.8pp | 71.41%-42.9pp | 345.43%-316.9pp |
| Employer contribution / active EE | $1,147 | $5,262-78.2% | $4,736-75.8% | $4,764-75.9% |
| Participant deferral / active EE | $3,396 | $7,111-52.2% | $6,710-49.4% | $5,851-42.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |