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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 | $43,976 | $108,911-59.6% | $100,392-56.2% | $145,884-69.9% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 12.10% | 58.23%-46.1pp | 49.45%-37.4pp | 551.85%-539.7pp |
| Employer contribution / active EE | $5,466 | $4,420+23.7% | $3,941+38.7% | $4,662+17.2% |
| Participant deferral / active EE | $6,945 | $8,459-17.9% | $8,090-14.1% | $6,690+3.8% |
| Admin fee / account holder | $241 | $9,698-97.5% | $7,904-97.0% | $13,392-98.2% |