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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 | $20,879 | $148,623-86.0% | $135,974-84.6% | $139,466-85.0% |
| Participation rate | 58.3% | 83.9%-25.5pp | 81.9%-23.6pp | 80.3%-22.0pp |
| Annual return | 44.77% | 79.30%-34.5pp | 68.30%-23.5pp | 373.66%-328.9pp |
| Employer contribution / active EE | $2,411 | $5,246-54.0% | $4,859-50.4% | $4,754-49.3% |
| Participant deferral / active EE | $4,500 | $8,103-44.5% | $7,760-42.0% | $6,712-33.0% |
| Admin fee / account holder | $233 | $12,406-98.1% | $10,767-97.8% | $11,409-98.0% |