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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 | $66,596 | $106,280-37.3% | $96,538-31.0% | $139,487-52.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 22.25% | 38.48%-16.2pp | 35.74%-13.5pp | 373.84%-351.6pp |
| Employer contribution / active EE | $1,769 | $4,107-56.9% | $3,740-52.7% | $4,755-62.8% |
| Participant deferral / active EE | $3,598 | $5,457-34.1% | $4,880-26.3% | $6,713-46.4% |
| Admin fee / account holder | $140 | $7,888-98.2% | $6,737-97.9% | $11,407-98.8% |