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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 | $27,808 | $211,288-86.8% | $178,540-84.4% | $145,884-80.9% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 23.79% | 30.27%-6.5pp | 27.15%-3.4pp | 551.85%-528.1pp |
| Employer contribution / active EE | $2,492 | $4,574-45.5% | $3,953-36.9% | $4,662-46.5% |
| Participant deferral / active EE | $2,492 | $6,967-64.2% | $6,281-60.3% | $6,690-62.7% |
| Admin fee / account holder | $227 | $12,105-98.1% | $10,424-97.8% | $13,392-98.3% |