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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 | $21,896 | $115,810-81.1% | $101,271-78.4% | $158,966-86.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 60.45% | 56.15%+4.3pp | 46.48%+14.0pp | 302.95%-242.5pp |
| Employer contribution / active EE | $2,500 | $4,175-40.1% | $3,660-31.7% | $4,762-47.5% |
| Participant deferral / active EE | $6,700 | $4,958+35.1% | $4,371+53.3% | $5,983+12.0% |
| Admin fee / account holder | $90 | $7,248-98.8% | $5,948-98.5% | $11,250-99.2% |