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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 | $44,329 | $154,228-71.3% | $145,433-69.5% | $137,256-67.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 31.81% | 74.59%-42.8pp | 66.58%-34.8pp | 220.34%-188.5pp |
| Employer contribution / active EE | $2,216 | $4,804-53.9% | $4,554-51.3% | $4,156-46.7% |
| Participant deferral / active EE | $5,614 | $8,216-31.7% | $7,897-28.9% | $6,407-12.4% |
| Admin fee / account holder | $155 | $14,344-98.9% | $13,129-98.8% | $12,270-98.7% |