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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 | $38,069 | $109,967-65.4% | $97,197-60.8% | $145,877-73.9% |
| Participation rate | 66.7% | 76.0%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 17.07% | 244.27%-227.2pp | 75.47%-58.4pp | 551.28%-534.2pp |
| Employer contribution / active EE | $1,213 | $3,077-60.6% | $2,723-55.5% | $4,663-74.0% |
| Participant deferral / active EE | $6,825 | $4,676+46.0% | $4,263+60.1% | $6,691+2.0% |
| Admin fee / account holder | $167 | $6,199-97.3% | $5,637-97.0% | $13,402-98.8% |