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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 | $23,700 | $155,555-84.8% | $146,866-83.9% | $155,188-84.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 23.33% | 115.41%-92.1pp | 102.85%-79.5pp | 148.84%-125.5pp |
| Employer contribution / active EE | $2,011 | $4,647-56.7% | $4,425-54.6% | $4,248-52.7% |
| Participant deferral / active EE | $3,453 | $8,044-57.1% | $7,759-55.5% | $6,531-47.1% |
| Admin fee / account holder | $44 | $14,755-99.7% | $13,620-99.7% | $14,480-99.7% |