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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 | $32,607 | $162,136-79.9% | $152,301-78.6% | $154,746-78.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 31.39% | 91.02%-59.6pp | 80.50%-49.1pp | 172.34%-140.9pp |
| Employer contribution / active EE | $1,403 | $4,890-71.3% | $4,624-69.7% | $4,379-68.0% |
| Participant deferral / active EE | $8,113 | $8,341-2.7% | $8,004+1.4% | $6,730+20.5% |
| Admin fee / account holder | $49 | $15,759-99.7% | $14,398-99.7% | $14,365-99.7% |