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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 | $32,064 | $166,268-80.7% | $165,100-80.6% | $145,897-78.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 44.53% | 100.52%-56.0pp | 70.21%-25.7pp | 552.29%-507.8pp |
| Employer contribution / active EE | $3,299 | $5,284-37.6% | $4,348-24.1% | $4,663-29.2% |
| Participant deferral / active EE | $4,617 | $6,964-33.7% | $6,035-23.5% | $6,689-31.0% |
| Admin fee / account holder | $41 | $16,659-99.8% | $12,696-99.7% | $13,390-99.7% |