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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 | $39,351 | $115,814-66.0% | $101,275-61.1% | $158,982-75.2% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 18.31% | 56.16%-37.9pp | 46.48%-28.2pp | 302.99%-284.7pp |
| Employer contribution / active EE | $16,264 | $4,176+289.5% | $3,660+344.4% | $4,763+241.5% |
| Participant deferral / active EE | $8,000 | $4,958+61.3% | $4,371+83.0% | $5,983+33.7% |
| Admin fee / account holder | $61 | $7,249-99.2% | $5,948-99.0% | $11,252-99.5% |