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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 | $43,140 | $157,296-72.6% | $141,191-69.4% | $152,897-71.8% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 26.76% | 64.34%-37.6pp | 71.41%-44.6pp | 345.43%-318.7pp |
| Employer contribution / active EE | $3,256 | $5,262-38.1% | $4,736-31.2% | $4,764-31.6% |
| Participant deferral / active EE | $6,531 | $7,111-8.2% | $6,710-2.7% | $5,851+11.6% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |