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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 | $56,774 | $152,612-62.8% | $125,192-54.7% | $152,897-62.9% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.5%-15.8pp |
| Annual return | 29.72% | 54.85%-25.1pp | 43.79%-14.1pp | 345.43%-315.7pp |
| Employer contribution / active EE | $8,261 | $4,947+67.0% | $3,866+113.7% | $4,764+73.4% |
| Participant deferral / active EE | $4,900 | $5,868-16.5% | $4,937-0.8% | $5,851-16.3% |
| Admin fee / account holder | $159 | $13,437-98.8% | $9,704-98.4% | $11,599-98.6% |