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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 | $38,840 | $176,402-78.0% | $134,155-71.0% | $158,950-75.6% |
| Participation rate | 66.7% | 78.7%-12.1pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 26.84% | 63.66%-36.8pp | 36.34%-9.5pp | 302.91%-276.1pp |
| Employer contribution / active EE | $3,200 | $5,042-36.5% | $3,705-13.6% | $4,762-32.8% |
| Participant deferral / active EE | $4,000 | $4,093-2.3% | $3,500+14.3% | $5,983-33.1% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,248-100.0% |