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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 | $39,785 | $154,228-74.2% | $145,433-72.6% | $137,256-71.0% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 22.14% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,146 | $4,804-76.1% | $4,554-74.8% | $4,156-72.4% |
| Participant deferral / active EE | $6,102 | $8,216-25.7% | $7,897-22.7% | $6,407-4.8% |
| Admin fee / account holder | $15 | $14,344-99.9% | $13,129-99.9% | $12,270-99.9% |