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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 | $68,269 | $97,078-29.7% | $103,065-33.8% | $145,897-53.2% |
| Participation rate | 66.7% | 81.1%-14.5pp | 80.6%-13.9pp | 80.3%-13.6pp |
| Annual return | 21.16% | 25.49%-4.3pp | 23.95%-2.8pp | 552.29%-531.1pp |
| Employer contribution / active EE | $5,000 | $4,680+6.8% | $4,675+6.9% | $4,663+7.2% |
| Participant deferral / active EE | $0 | $6,601-100.0% | $6,625-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,349-100.0% | $13,390-100.0% |