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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 | $162,136-75.5% | $152,301-73.9% | $154,746-74.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 22.14% | 91.02%-68.9pp | 80.50%-58.4pp | 172.34%-150.2pp |
| Employer contribution / active EE | $1,146 | $4,890-76.6% | $4,624-75.2% | $4,379-73.8% |
| Participant deferral / active EE | $6,102 | $8,341-26.8% | $8,004-23.8% | $6,730-9.3% |
| Admin fee / account holder | $15 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |