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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 | $47,108 | $157,296-70.1% | $141,191-66.6% | $152,897-69.2% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 23.85% | 64.34%-40.5pp | 71.41%-47.6pp | 345.43%-321.6pp |
| Employer contribution / active EE | $1,000 | $5,262-81.0% | $4,736-78.9% | $4,764-79.0% |
| Participant deferral / active EE | $6,703 | $7,111-5.7% | $6,710-0.1% | $5,851+14.6% |
| Admin fee / account holder | $60 | $12,125-99.5% | $10,264-99.4% | $11,599-99.5% |