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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 | $52,015 | $176,402-70.5% | $134,155-61.2% | $158,950-67.3% |
| Participation rate | 66.7% | 78.7%-12.1pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 5.41% | 63.66%-58.2pp | 36.34%-30.9pp | 302.91%-297.5pp |
| Employer contribution / active EE | $2,915 | $5,042-42.2% | $3,705-21.3% | $4,762-38.8% |
| Participant deferral / active EE | $4,929 | $4,093+20.4% | $3,500+40.9% | $5,983-17.6% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,248-100.0% |