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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 | $36,386 | $105,200-65.4% | $159,474-77.2% | $85,847-57.6% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.8%-16.2pp | 69.3%-2.7pp |
| Annual return | 17.11% | 45.08%-28.0pp | 263.68%-246.6pp | 318.61%-301.5pp |
| Employer contribution / active EE | $2,900 | $3,319-12.6% | $4,831-40.0% | $2,565+13.0% |
| Participant deferral / active EE | $6,359 | $5,946+6.9% | $7,353-13.5% | $3,952+60.9% |
| Admin fee / account holder | $56 | $6,934-99.2% | $10,802-99.5% | $6,261-99.1% |