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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 | $42,352 | $72,071-41.2% | $68,368-38.1% | $137,256-69.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 13.60% | 353.14%-339.5pp | 292.57%-279.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $3,018 | $2,788+8.3% | $2,649+13.9% | $4,156-27.4% |
| Participant deferral / active EE | $647 | $4,410-85.3% | $4,123-84.3% | $6,407-89.9% |
| Admin fee / account holder | $20 | $5,336-99.6% | $5,150-99.6% | $12,270-99.8% |