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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 | $29,776 | $95,664-68.9% | $76,902-61.3% | $139,487-78.7% |
| Participation rate | 57.1% | 74.0%-16.9pp | 69.6%-12.5pp | 80.3%-23.2pp |
| Annual return | 24.25% | 55.03%-30.8pp | 37.91%-13.7pp | 373.84%-349.6pp |
| Employer contribution / active EE | $3,214 | $3,147+2.1% | $2,534+26.8% | $4,755-32.4% |
| Participant deferral / active EE | $3,537 | $4,626-23.5% | $3,833-7.7% | $6,713-47.3% |
| Admin fee / account holder | $123 | $8,311-98.5% | $5,479-97.8% | $11,407-98.9% |