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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 | $56,011 | $160,040-65.0% | $147,096-61.9% | $145,877-61.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 24.62% | 98.49%-73.9pp | 419.75%-395.1pp | 551.28%-526.7pp |
| Employer contribution / active EE | $2,455 | $5,289-53.6% | $4,936-50.3% | $4,663-47.4% |
| Participant deferral / active EE | $3,700 | $8,429-56.1% | $8,071-54.2% | $6,691-44.7% |
| Admin fee / account holder | $20 | $15,050-99.9% | $13,005-99.8% | $13,402-99.9% |