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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 | $29,599 | $110,307-73.2% | $96,576-69.4% | $139,456-78.8% |
| Participation rate | 66.7% | 78.1%-11.4pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | 19.59% | 26.40%-6.8pp | 25.87%-6.3pp | 373.45%-353.9pp |
| Employer contribution / active EE | $2,165 | $3,619-40.2% | $2,965-27.0% | $4,753-54.4% |
| Participant deferral / active EE | $2,967 | $5,547-46.5% | $4,851-38.8% | $6,711-55.8% |
| Admin fee / account holder | $19 | $11,597-99.8% | $8,253-99.8% | $11,407-99.8% |