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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 | $30,012 | $127,387-76.4% | $115,038-73.9% | $125,389-76.1% |
| Participation rate | 57.1% | 84.2%-27.0pp | 81.4%-24.2pp | 83.2%-26.0pp |
| Annual return | 94.20% | 31.28%+62.9pp | 26.14%+68.1pp | 282.24%-188.0pp |
| Employer contribution / active EE | $4,318 | $5,166-16.4% | $4,608-6.3% | $4,866-11.3% |
| Participant deferral / active EE | $8,372 | $6,423+30.4% | $6,026+38.9% | $5,352+56.4% |
| Admin fee / account holder | $101 | $9,516-98.9% | $8,175-98.8% | $9,541-98.9% |