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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 | $14,084 | $103,008-86.3% | $90,304-84.4% | $152,897-90.8% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 37.62% | 95.22%-57.6pp | 78.13%-40.5pp | 345.43%-307.8pp |
| Employer contribution / active EE | $3,257 | $3,139+3.7% | $2,855+14.1% | $4,764-31.6% |
| Participant deferral / active EE | $4,663 | $4,281+8.9% | $3,885+20.0% | $5,851-20.3% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |