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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 | $37,290 | $97,078-61.6% | $103,065-63.8% | $145,897-74.4% |
| Participation rate | 66.7% | 81.1%-14.5pp | 80.6%-13.9pp | 80.3%-13.6pp |
| Annual return | 108.01% | 25.49%+82.5pp | 23.95%+84.1pp | 552.29%-444.3pp |
| Employer contribution / active EE | $2,339 | $4,680-50.0% | $4,675-50.0% | $4,663-49.8% |
| Participant deferral / active EE | $3,730 | $6,601-43.5% | $6,625-43.7% | $6,689-44.2% |
| Admin fee / account holder | $120 | $12,505-99.0% | $9,349-98.7% | $13,390-99.1% |