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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 | $48,156 | $160,070-69.9% | $147,117-67.3% | $145,897-67.0% |
| Participation rate | 46.7% | 84.0%-37.4pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 15.08% | 98.69%-83.6pp | 420.54%-405.5pp | 552.29%-537.2pp |
| Employer contribution / active EE | $3,469 | $5,285-34.4% | $4,932-29.7% | $4,663-25.6% |
| Participant deferral / active EE | $7,529 | $8,419-10.6% | $8,065-6.6% | $6,689+12.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |