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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 | $26,563 | $107,941-75.4% | $91,994-71.1% | $152,909-82.6% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 14.84% | 89.28%-74.4pp | 69.04%-54.2pp | 345.46%-330.6pp |
| Employer contribution / active EE | $7,353 | $4,212+74.6% | $3,453+112.9% | $4,764+54.3% |
| Participant deferral / active EE | $3,046 | $6,366-52.2% | $5,924-48.6% | $5,851-47.9% |
| Admin fee / account holder | $152 | $10,521-98.6% | $7,744-98.0% | $11,601-98.7% |