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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 | $10,982 | $95,580-88.5% | $76,872-85.7% | $139,466-92.1% |
| Participation rate | 66.7% | 74.0%-7.3pp | 69.6%-2.9pp | 80.3%-13.7pp |
| Annual return | 46.39% | 55.00%-8.6pp | 37.90%+8.5pp | 373.66%-327.3pp |
| Employer contribution / active EE | $3,029 | $3,145-3.7% | $2,533+19.6% | $4,754-36.3% |
| Participant deferral / active EE | $3,602 | $4,623-22.1% | $3,832-6.0% | $6,712-46.3% |
| Admin fee / account holder | $61 | $8,302-99.3% | $5,476-98.9% | $11,409-99.5% |