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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 | $35,947 | $183,539-80.4% | $155,556-76.9% | $145,897-75.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 13.53% | 61.31%-47.8pp | 64.84%-51.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $2,793 | $5,315-47.4% | $4,675-40.3% | $4,663-40.1% |
| Participant deferral / active EE | $5,722 | $6,467-11.5% | $5,631+1.6% | $6,689-14.5% |
| Admin fee / account holder | $68 | $19,275-99.6% | $15,885-99.6% | $13,390-99.5% |