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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 | $29,404 | $201,264-85.4% | $184,185-84.0% | $145,978-79.9% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 19.93% | 29.00%-9.1pp | 28.81%-8.9pp | 550.52%-530.6pp |
| Employer contribution / active EE | $1,840 | $7,021-73.8% | $6,426-71.4% | $4,662-60.5% |
| Participant deferral / active EE | $11,183 | $9,806+14.0% | $9,132+22.5% | $6,690+67.2% |
| Admin fee / account holder | $57 | $16,376-99.7% | $13,909-99.6% | $13,400-99.6% |