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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 | $30,426 | $160,040-81.0% | $147,096-79.3% | $145,877-79.1% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 13.29% | 98.49%-85.2pp | 419.75%-406.5pp | 551.28%-538.0pp |
| Employer contribution / active EE | $4,035 | $5,289-23.7% | $4,936-18.3% | $4,663-13.5% |
| Participant deferral / active EE | $5,560 | $8,429-34.0% | $8,071-31.1% | $6,691-16.9% |
| Admin fee / account holder | $53 | $15,050-99.6% | $13,005-99.6% | $13,402-99.6% |