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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 | $57,231 | $111,535-48.7% | $105,223-45.6% | $137,256-58.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 19.10% | 237.85%-218.7pp | 180.65%-161.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,643 | $3,939-32.9% | $3,689-28.3% | $4,156-36.4% |
| Participant deferral / active EE | $4,117 | $5,500-25.1% | $5,072-18.8% | $6,407-35.7% |
| Admin fee / account holder | $115 | $9,721-98.8% | $8,859-98.7% | $12,270-99.1% |