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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 | $43,912 | $165,381-73.4% | $149,730-70.7% | $158,966-72.4% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 21.10% | 348.29%-327.2pp | 276.70%-255.6pp | 302.95%-281.9pp |
| Employer contribution / active EE | $1,183 | $5,104-76.8% | $4,645-74.5% | $4,762-75.2% |
| Participant deferral / active EE | $3,143 | $7,182-56.2% | $6,843-54.1% | $5,983-47.5% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |