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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 | $41,995 | $149,040-71.8% | $120,225-65.1% | $137,256-69.4% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 23.43% | 605.68%-582.3pp | 439.23%-415.8pp | 220.34%-196.9pp |
| Employer contribution / active EE | $6,077 | $4,350+39.7% | $3,475+74.9% | $4,156+46.2% |
| Participant deferral / active EE | $18,637 | $4,655+300.4% | $3,999+366.1% | $6,407+190.9% |
| Admin fee / account holder | $222 | $6,348-96.5% | $5,696-96.1% | $12,270-98.2% |