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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 | $49,255 | $211,224-76.7% | $178,505-72.4% | $145,897-66.2% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 13.63% | 30.28%-16.7pp | 27.16%-13.5pp | 552.29%-538.7pp |
| Employer contribution / active EE | $1,711 | $4,577-62.6% | $3,955-56.7% | $4,663-63.3% |
| Participant deferral / active EE | $9,883 | $6,966+41.9% | $6,280+57.4% | $6,689+47.7% |
| Admin fee / account holder | $187 | $12,109-98.5% | $10,428-98.2% | $13,390-98.6% |