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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 | $29,450 | $162,136-81.8% | $152,301-80.7% | $154,746-81.0% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 24.64% | 91.02%-66.4pp | 80.50%-55.9pp | 172.34%-147.7pp |
| Employer contribution / active EE | $4,303 | $4,890-12.0% | $4,624-7.0% | $4,379-1.7% |
| Participant deferral / active EE | $8,437 | $8,341+1.1% | $8,004+5.4% | $6,730+25.4% |
| Admin fee / account holder | $30 | $15,759-99.8% | $14,398-99.8% | $14,365-99.8% |