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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 | $20,049 | $107,941-81.4% | $91,994-78.2% | $152,897-86.9% |
| Participation rate | 57.1% | 81.2%-24.0pp | 78.6%-21.5pp | 82.5%-25.3pp |
| Annual return | 38.27% | 89.28%-51.0pp | 69.04%-30.8pp | 345.43%-307.2pp |
| Employer contribution / active EE | $3,356 | $4,212-20.3% | $3,453-2.8% | $4,764-29.5% |
| Participant deferral / active EE | $5,673 | $6,366-10.9% | $5,924-4.2% | $5,851-3.0% |
| Admin fee / account holder | $88 | $10,521-99.2% | $7,744-98.9% | $11,599-99.2% |