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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 | $69,016 | $141,001-51.1% | $112,228-38.5% | $139,487-50.5% |
| Participation rate | 66.7% | 79.2%-12.5pp | 72.4%-5.8pp | 80.3%-13.7pp |
| Annual return | 24.66% | 32.75%-8.1pp | 30.23%-5.6pp | 373.84%-349.2pp |
| Employer contribution / active EE | $2,667 | $4,285-37.7% | $3,432-22.3% | $4,755-43.9% |
| Participant deferral / active EE | $8,373 | $5,877+42.5% | $4,800+74.4% | $6,713+24.7% |
| Admin fee / account holder | $20 | $9,959-99.8% | $7,752-99.7% | $11,407-99.8% |