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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 | $97,751-30.2% | $103,447-34.0% | $145,877-53.2% |
| Participation rate | 66.7% | 81.1%-14.4pp | 80.5%-13.9pp | 80.3%-13.6pp |
| Annual return | 21.16% | 25.43%-4.3pp | 23.92%-2.8pp | 551.28%-530.1pp |
| Employer contribution / active EE | $5,000 | $4,684+6.7% | $4,678+6.9% | $4,663+7.2% |
| Participant deferral / active EE | $0 | $6,603-100.0% | $6,624-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,415-100.0% | $13,402-100.0% |