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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 | $24,745 | $166,242-85.1% | $165,071-85.0% | $145,884-83.0% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 13.84% | 100.44%-86.6pp | 70.17%-56.3pp | 551.85%-538.0pp |
| Employer contribution / active EE | $2,175 | $5,283-58.8% | $4,347-50.0% | $4,662-53.3% |
| Participant deferral / active EE | $2,558 | $6,964-63.3% | $6,035-57.6% | $6,690-61.8% |
| Admin fee / account holder | $123 | $16,658-99.3% | $12,695-99.0% | $13,392-99.1% |