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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 | $39,658 | $157,304-74.8% | $141,197-71.9% | $152,909-74.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 29.60% | 64.34%-34.7pp | 71.41%-41.8pp | 345.46%-315.9pp |
| Employer contribution / active EE | $2,396 | $5,263-54.5% | $4,736-49.4% | $4,764-49.7% |
| Participant deferral / active EE | $5,018 | $7,111-29.4% | $6,710-25.2% | $5,851-14.2% |
| Admin fee / account holder | $227 | $12,126-98.1% | $10,265-97.8% | $11,601-98.0% |