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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 | $45,729 | $160,070-71.4% | $147,117-68.9% | $145,897-68.7% |
| Participation rate | 16.7% | 84.0%-67.4pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 30.90% | 98.69%-67.8pp | 420.54%-389.6pp | 552.29%-521.4pp |
| Employer contribution / active EE | $5,171 | $5,285-2.2% | $4,932+4.8% | $4,663+10.9% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $251 | $15,035-98.3% | $12,993-98.1% | $13,390-98.1% |