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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 | $102,422-56.4% | $147,117-69.6% | $80,959-44.8% |
| Participation rate | 65.6% | 75.9%-10.2pp | 82.2%-16.6pp | 67.7%-2.0pp |
| Annual return | 15.42% | 135.16%-119.7pp | 420.54%-405.1pp | 35.67%-20.2pp |
| Employer contribution / active EE | $4,305 | $3,717+15.8% | $4,932-12.7% | $2,757+56.1% |
| Participant deferral / active EE | $6,595 | $6,652-0.9% | $8,065-18.2% | $4,300+53.4% |
| Admin fee / account holder | $69 | $7,953-99.1% | $12,993-99.5% | $6,925-99.0% |