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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 | $46,694 | $129,737-64.0% | $119,126-60.8% | $154,746-69.8% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 16.18% | 379.08%-362.9pp | 282.11%-265.9pp | 172.34%-156.2pp |
| Employer contribution / active EE | $6,939 | $4,375+58.6% | $4,034+72.0% | $4,379+58.5% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $238 | $11,961-98.0% | $10,693-97.8% | $14,365-98.3% |