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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 | $31,371 | $157,304-80.1% | $141,197-77.8% | $152,909-79.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 37.91% | 64.34%-26.4pp | 71.41%-33.5pp | 345.46%-307.6pp |
| Employer contribution / active EE | $1,832 | $5,263-65.2% | $4,736-61.3% | $4,764-61.5% |
| Participant deferral / active EE | $9,662 | $7,111+35.9% | $6,710+44.0% | $5,851+65.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |