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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 | $31,794 | $157,296-79.8% | $141,191-77.5% | $152,897-79.2% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 29.77% | 64.34%-34.6pp | 71.41%-41.6pp | 345.43%-315.7pp |
| Employer contribution / active EE | $1,627 | $5,262-69.1% | $4,736-65.6% | $4,764-65.8% |
| Participant deferral / active EE | $8,098 | $7,111+13.9% | $6,710+20.7% | $5,851+38.4% |
| Admin fee / account holder | $94 | $12,125-99.2% | $10,264-99.1% | $11,599-99.2% |