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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 | $27,274 | $174,379-84.4% | $152,093-82.1% | $138,895-80.4% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 21.72% | 74.86%-53.1pp | 66.36%-44.6pp | 145.39%-123.7pp |
| Employer contribution / active EE | $1,342 | $4,652-71.1% | $4,175-67.8% | $4,194-68.0% |
| Participant deferral / active EE | $1,678 | $6,159-72.8% | $5,451-69.2% | $6,396-73.8% |
| Admin fee / account holder | $56 | $16,880-99.7% | $14,497-99.6% | $12,562-99.6% |