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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 | $21,103 | $110,379-80.9% | $102,412-79.4% | $145,884-85.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 29.06% | 24.84%+4.2pp | 24.94%+4.1pp | 551.85%-522.8pp |
| Employer contribution / active EE | $1,017 | $4,216-75.9% | $3,870-73.7% | $4,662-78.2% |
| Participant deferral / active EE | $6,667 | $5,622+18.6% | $5,060+31.7% | $6,690-0.3% |
| Admin fee / account holder | $154 | $9,745-98.4% | $8,388-98.2% | $13,392-98.9% |