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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 | $40,601 | $155,555-73.9% | $146,866-72.4% | $155,188-73.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.5%-15.8pp | 80.8%-14.1pp |
| Annual return | 20.34% | 115.41%-95.1pp | 102.85%-82.5pp | 148.84%-128.5pp |
| Employer contribution / active EE | $3,417 | $4,647-26.5% | $4,425-22.8% | $4,248-19.6% |
| Participant deferral / active EE | $3,417 | $8,044-57.5% | $7,759-56.0% | $6,531-47.7% |
| Admin fee / account holder | $60 | $14,755-99.6% | $13,620-99.6% | $14,480-99.6% |