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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 | $35,837 | $154,193-76.8% | $130,045-72.4% | $139,466-74.3% |
| Participation rate | 69.2% | 82.0%-12.7pp | 78.5%-9.3pp | 80.3%-11.1pp |
| Annual return | 20.45% | 32.51%-12.1pp | -137.30%+157.8pp | 373.66%-353.2pp |
| Employer contribution / active EE | $3,397 | $5,292-35.8% | $4,321-21.4% | $4,754-28.5% |
| Participant deferral / active EE | $5,685 | $6,709-15.3% | $5,820-2.3% | $6,712-15.3% |
| Admin fee / account holder | $194 | $13,989-98.6% | $10,600-98.2% | $11,409-98.3% |