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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 | $30,070 | $157,304-80.9% | $141,197-78.7% | $152,909-80.3% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.5%-42.5pp |
| Annual return | 40.79% | 64.34%-23.6pp | 71.41%-30.6pp | 345.46%-304.7pp |
| Employer contribution / active EE | $2,843 | $5,263-46.0% | $4,736-40.0% | $4,764-40.3% |
| Participant deferral / active EE | $6,412 | $7,111-9.8% | $6,710-4.4% | $5,851+9.6% |
| Admin fee / account holder | $4 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |