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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 | $20,746 | $106,247-80.5% | $96,515-78.5% | $139,466-85.1% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 20.27% | 38.47%-18.2pp | 35.73%-15.5pp | 373.66%-353.4pp |
| Employer contribution / active EE | $2,754 | $4,106-32.9% | $3,740-26.4% | $4,754-42.1% |
| Participant deferral / active EE | $3,733 | $5,456-31.6% | $4,880-23.5% | $6,712-44.4% |
| Admin fee / account holder | $209 | $7,885-97.4% | $6,735-96.9% | $11,409-98.2% |