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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 | $25,918 | $148,623-82.6% | $135,974-80.9% | $139,466-81.4% |
| Participation rate | 52.9% | 83.9%-30.9pp | 81.9%-29.0pp | 80.3%-27.4pp |
| Annual return | 153.40% | 79.30%+74.1pp | 68.30%+85.1pp | 373.66%-220.3pp |
| Employer contribution / active EE | $3,678 | $5,246-29.9% | $4,859-24.3% | $4,754-22.6% |
| Participant deferral / active EE | $6,261 | $8,103-22.7% | $7,760-19.3% | $6,712-6.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |