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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 | $43,530 | $109,967-60.4% | $97,197-55.2% | $145,877-70.2% |
| Participation rate | 66.7% | 76.0%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 21.01% | 244.27%-223.3pp | 75.47%-54.5pp | 551.28%-530.3pp |
| Employer contribution / active EE | $2,860 | $3,077-7.0% | $2,723+5.1% | $4,663-38.7% |
| Participant deferral / active EE | $5,035 | $4,676+7.7% | $4,263+18.1% | $6,691-24.7% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |