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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 | $21,625 | $165,939-87.0% | $122,354-82.3% | $147,586-85.3% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 15.67% | 34.56%-18.9pp | 30.28%-14.6pp | 578.59%-562.9pp |
| Employer contribution / active EE | $2,562 | $5,754-55.5% | $4,051-36.8% | $4,876-47.5% |
| Participant deferral / active EE | $4,210 | $4,005+5.1% | $3,287+28.1% | $5,439-22.6% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |