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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 | $32,136 | $100,279-68.0% | $81,353-60.5% | $145,884-78.0% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 16.48% | 34.49%-18.0pp | 24.82%-8.3pp | 551.85%-535.4pp |
| Employer contribution / active EE | $5,291 | $2,979+77.6% | $2,464+114.7% | $4,662+13.5% |
| Participant deferral / active EE | $2,321 | $4,611-49.7% | $3,885-40.3% | $6,690-65.3% |
| Admin fee / account holder | $5 | $8,206-99.9% | $5,766-99.9% | $13,392-100.0% |