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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 | $21,436 | $148,623-85.6% | $135,974-84.2% | $139,466-84.6% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 23.09% | 79.30%-56.2pp | 68.30%-45.2pp | 373.66%-350.6pp |
| Employer contribution / active EE | $2,205 | $5,246-58.0% | $4,859-54.6% | $4,754-53.6% |
| Participant deferral / active EE | $7,702 | $8,103-4.9% | $7,760-0.7% | $6,712+14.8% |
| Admin fee / account holder | $46 | $12,406-99.6% | $10,767-99.6% | $11,409-99.6% |