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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 | $51,426 | $148,623-65.4% | $135,974-62.2% | $139,466-63.1% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 19.89% | 79.30%-59.4pp | 68.30%-48.4pp | 373.66%-353.8pp |
| Employer contribution / active EE | $1,148 | $5,246-78.1% | $4,859-76.4% | $4,754-75.9% |
| Participant deferral / active EE | $7,681 | $8,103-5.2% | $7,760-1.0% | $6,712+14.4% |
| Admin fee / account holder | $64 | $12,406-99.5% | $10,767-99.4% | $11,409-99.4% |