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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 | $35,483 | $100,911-64.8% | $90,440-60.8% | $158,966-77.7% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 30.39% | 1726.62%-1696.2pp | 1294.38%-1264.0pp | 302.95%-272.6pp |
| Employer contribution / active EE | $3,237 | $3,690-12.3% | $3,263-0.8% | $4,762-32.0% |
| Participant deferral / active EE | $4,704 | $4,348+8.2% | $3,964+18.7% | $5,983-21.4% |
| Admin fee / account holder | $272 | $6,507-95.8% | $5,615-95.2% | $11,250-97.6% |