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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 | $20,637 | $160,040-87.1% | $147,096-86.0% | $145,877-85.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.10% | 98.49%-85.4pp | 419.75%-406.6pp | 551.28%-538.2pp |
| Employer contribution / active EE | $1,088 | $5,289-79.4% | $4,936-78.0% | $4,663-76.7% |
| Participant deferral / active EE | $8,249 | $8,429-2.1% | $8,071+2.2% | $6,691+23.3% |
| Admin fee / account holder | $114 | $15,050-99.2% | $13,005-99.1% | $13,402-99.2% |