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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 | $55,466 | $148,623-62.7% | $135,974-59.2% | $139,466-60.2% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 26.45% | 79.30%-52.8pp | 68.30%-41.9pp | 373.66%-347.2pp |
| Employer contribution / active EE | $3,148 | $5,246-40.0% | $4,859-35.2% | $4,754-33.8% |
| Participant deferral / active EE | $11,149 | $8,103+37.6% | $7,760+43.7% | $6,712+66.1% |
| Admin fee / account holder | $63 | $12,406-99.5% | $10,767-99.4% | $11,409-99.4% |