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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 | $27,966 | $183,539-84.8% | $155,556-82.0% | $145,897-80.8% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 41.85% | 61.31%-19.5pp | 64.84%-23.0pp | 552.29%-510.4pp |
| Employer contribution / active EE | $3,380 | $5,315-36.4% | $4,675-27.7% | $4,663-27.5% |
| Participant deferral / active EE | $3,286 | $6,467-49.2% | $5,631-41.6% | $6,689-50.9% |
| Admin fee / account holder | $142 | $19,275-99.3% | $15,885-99.1% | $13,390-98.9% |