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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 | $42,005 | $115,814-63.7% | $101,275-58.5% | $158,982-73.6% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 21.13% | 56.16%-35.0pp | 46.48%-25.4pp | 302.99%-281.9pp |
| Employer contribution / active EE | $2,025 | $4,176-51.5% | $3,660-44.7% | $4,763-57.5% |
| Participant deferral / active EE | $7,814 | $4,958+57.6% | $4,371+78.8% | $5,983+30.6% |
| Admin fee / account holder | $221 | $7,249-97.0% | $5,948-96.3% | $11,252-98.0% |