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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 | $47,345 | $157,296-69.9% | $141,191-66.5% | $152,897-69.0% |
| Participation rate | 64.3% | 84.8%-20.5pp | 82.5%-18.2pp | 82.5%-18.2pp |
| Annual return | 33.45% | 64.34%-30.9pp | 71.41%-38.0pp | 345.43%-312.0pp |
| Employer contribution / active EE | $3,686 | $5,262-29.9% | $4,736-22.2% | $4,764-22.6% |
| Participant deferral / active EE | $6,079 | $7,111-14.5% | $6,710-9.4% | $5,851+3.9% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |