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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 | $22,045 | $148,623-85.2% | $135,974-83.8% | $139,466-84.2% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 55.16% | 79.30%-24.1pp | 68.30%-13.1pp | 373.66%-318.5pp |
| Employer contribution / active EE | $2,297 | $5,246-56.2% | $4,859-52.7% | $4,754-51.7% |
| Participant deferral / active EE | $6,945 | $8,103-14.3% | $7,760-10.5% | $6,712+3.5% |
| Admin fee / account holder | $160 | $12,406-98.7% | $10,767-98.5% | $11,409-98.6% |