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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 | $44,679 | $102,382-56.4% | $147,005-69.6% | $80,874-44.8% |
| Participation rate | 65.6% | 75.8%-10.2pp | 82.2%-16.5pp | 67.6%-2.0pp |
| Annual return | 15.42% | 134.89%-119.5pp | 418.76%-403.3pp | 35.62%-20.2pp |
| Employer contribution / active EE | $4,305 | $3,715+15.9% | $4,934-12.8% | $2,756+56.2% |
| Participant deferral / active EE | $6,595 | $6,646-0.8% | $8,070-18.3% | $4,297+53.5% |
| Admin fee / account holder | $69 | $7,942-99.1% | $13,006-99.5% | $6,935-99.0% |