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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 | $40,991 | $208,088-80.3% | $186,193-78.0% | $154,746-73.5% |
| Participation rate | 57.1% | 80.0%-22.9pp | 77.1%-20.0pp | 80.7%-23.6pp |
| Annual return | 19.82% | 89.97%-70.2pp | 78.03%-58.2pp | 172.34%-152.5pp |
| Employer contribution / active EE | $2,117 | $4,340-51.2% | $3,918-46.0% | $4,379-51.6% |
| Participant deferral / active EE | $3,542 | $7,078-50.0% | $6,513-45.6% | $6,730-47.4% |
| Admin fee / account holder | $15 | $11,698-99.9% | $11,058-99.9% | $14,365-99.9% |