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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 | $53,194 | $166,131-68.0% | $164,975-67.8% | $145,877-63.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 22.68% | 100.37%-77.7pp | 70.12%-47.4pp | 551.28%-528.6pp |
| Employer contribution / active EE | $1,136 | $5,276-78.5% | $4,343-73.8% | $4,663-75.6% |
| Participant deferral / active EE | $6,002 | $6,962-13.8% | $6,033-0.5% | $6,691-10.3% |
| Admin fee / account holder | $110 | $16,648-99.3% | $12,688-99.1% | $13,402-99.2% |