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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 | $23,554 | $197,819-88.1% | $155,789-84.9% | $125,389-81.2% |
| Participation rate | 66.7% | 82.1%-15.4pp | 76.1%-9.4pp | 83.2%-16.5pp |
| Annual return | 5.90% | 86.73%-80.8pp | 71.54%-65.6pp | 282.24%-276.3pp |
| Employer contribution / active EE | $2,633 | $4,850-45.7% | $3,839-31.4% | $4,866-45.9% |
| Participant deferral / active EE | $2,769 | $5,631-50.8% | $4,798-42.3% | $5,352-48.3% |
| Admin fee / account holder | $66 | $9,544-99.3% | $7,477-99.1% | $9,541-99.3% |