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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 | $40,519 | $135,956-70.2% | $123,894-67.3% | $273,972-85.2% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 12.71% | 56.63%-43.9pp | 47.52%-34.8pp | 41.46%-28.7pp |
| Employer contribution / active EE | $1,646 | $5,170-68.2% | $4,617-64.4% | $4,869-66.2% |
| Participant deferral / active EE | $7,068 | $6,343+11.4% | $5,984+18.1% | $5,287+33.7% |
| Admin fee / account holder | $214 | $9,817-97.8% | $8,357-97.4% | $10,133-97.9% |