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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 | $36,610 | $157,296-76.7% | $141,191-74.1% | $152,897-76.1% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 35.27% | 64.34%-29.1pp | 71.41%-36.1pp | 345.43%-310.2pp |
| Employer contribution / active EE | $4,887 | $5,262-7.1% | $4,736+3.2% | $4,764+2.6% |
| Participant deferral / active EE | $5,981 | $7,111-15.9% | $6,710-10.9% | $5,851+2.2% |
| Admin fee / account holder | $196 | $12,125-98.4% | $10,264-98.1% | $11,599-98.3% |