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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 | $8,559 | $114,013-92.5% | $103,693-91.7% | $155,188-94.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | 23.15% | 49.31%-26.2pp | 47.61%-24.5pp | 148.84%-125.7pp |
| Employer contribution / active EE | $1,379 | $3,131-55.9% | $2,920-52.8% | $4,248-67.5% |
| Participant deferral / active EE | $1,542 | $4,970-69.0% | $4,579-66.3% | $6,531-76.4% |
| Admin fee / account holder | $137 | $8,407-98.4% | $7,858-98.3% | $14,480-99.1% |