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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 | $68,562 | $225,673-69.6% | $203,872-66.4% | $155,188-55.8% |
| Participation rate | 66.7% | 80.3%-13.6pp | 77.8%-11.1pp | 80.8%-14.1pp |
| Annual return | 19.65% | 95.91%-76.3pp | 85.11%-65.5pp | 148.84%-129.2pp |
| Employer contribution / active EE | $568 | $4,099-86.2% | $3,757-84.9% | $4,248-86.6% |
| Participant deferral / active EE | $9,059 | $6,893+31.4% | $6,388+41.8% | $6,531+38.7% |
| Admin fee / account holder | $290 | $12,327-97.6% | $11,730-97.5% | $14,480-98.0% |