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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 | $35,800 | $107,363-66.7% | $92,909-61.5% | $152,897-76.6% |
| Participation rate | 61.1% | 79.8%-18.7pp | 76.0%-14.9pp | 82.5%-21.3pp |
| Annual return | 28.05% | 145.63%-117.6pp | 109.44%-81.4pp | 345.43%-317.4pp |
| Employer contribution / active EE | $4,984 | $4,222+18.0% | $3,653+36.4% | $4,764+4.6% |
| Participant deferral / active EE | $2,592 | $4,848-46.5% | $4,238-38.8% | $5,851-55.7% |
| Admin fee / account holder | $133 | $7,082-98.1% | $5,795-97.7% | $11,599-98.9% |