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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 | $33,086 | $111,787-70.4% | $93,681-64.7% | $145,978-77.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 26.82% | 203.52%-176.7pp | 133.47%-106.7pp | 550.52%-523.7pp |
| Employer contribution / active EE | $1,615 | $3,093-47.8% | $2,422-33.3% | $4,662-65.4% |
| Participant deferral / active EE | $5,781 | $4,918+17.5% | $4,415+30.9% | $6,690-13.6% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |