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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 | $160,040-69.9% | $147,096-67.3% | $145,877-67.0% |
| Participation rate | 46.7% | 84.0%-37.4pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 15.08% | 98.49%-83.4pp | 419.75%-404.7pp | 551.28%-536.2pp |
| Employer contribution / active EE | $3,469 | $5,289-34.4% | $4,936-29.7% | $4,663-25.6% |
| Participant deferral / active EE | $7,529 | $8,429-10.7% | $8,071-6.7% | $6,691+12.5% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |