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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 | $32,665 | $106,923-69.4% | $84,023-61.1% | $152,909-78.6% |
| Participation rate | 55.6% | 75.3%-19.7pp | 69.0%-13.5pp | 82.5%-26.9pp |
| Annual return | 27.36% | 105.02%-77.7pp | 71.32%-44.0pp | 345.46%-318.1pp |
| Employer contribution / active EE | $1,273 | $2,735-53.5% | $1,984-35.8% | $4,764-73.3% |
| Participant deferral / active EE | $5,481 | $4,013+36.6% | $3,239+69.2% | $5,851-6.3% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |