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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 | $166,131-80.7% | $164,975-80.6% | $145,877-78.0% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 44.53% | 100.37%-55.8pp | 70.12%-25.6pp | 551.28%-506.7pp |
| Employer contribution / active EE | $3,299 | $5,276-37.5% | $4,343-24.0% | $4,663-29.2% |
| Participant deferral / active EE | $4,617 | $6,962-33.7% | $6,033-23.5% | $6,691-31.0% |
| Admin fee / account holder | $41 | $16,648-99.8% | $12,688-99.7% | $13,402-99.7% |