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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 | $64,615 | $159,934-59.6% | $147,005-56.0% | $145,959-55.7% |
| Participation rate | 46.7% | 84.0%-37.3pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 14.65% | 98.24%-83.6pp | 418.76%-404.1pp | 561.95%-547.3pp |
| Employer contribution / active EE | $2,175 | $5,287-58.9% | $4,934-55.9% | $4,661-53.3% |
| Participant deferral / active EE | $4,737 | $8,427-43.8% | $8,070-41.3% | $6,689-29.2% |
| Admin fee / account holder | $216 | $15,053-98.6% | $13,006-98.3% | $13,398-98.4% |