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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 | $29,688 | $183,592-83.8% | $155,574-80.9% | $145,877-79.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 13.63% | 61.37%-47.7pp | 64.87%-51.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $2,373 | $5,317-55.4% | $4,676-49.3% | $4,663-49.1% |
| Participant deferral / active EE | $4,208 | $6,466-34.9% | $5,629-25.2% | $6,691-37.1% |
| Admin fee / account holder | $256 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |