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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 | $30,845 | $185,883-83.4% | $170,043-81.9% | $139,466-77.9% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 45.36% | 60.54%-15.2pp | 53.40%-8.0pp | 373.66%-328.3pp |
| Employer contribution / active EE | $3,522 | $7,596-53.6% | $6,790-48.1% | $4,754-25.9% |
| Participant deferral / active EE | $6,984 | $11,626-39.9% | $10,410-32.9% | $6,712+4.1% |
| Admin fee / account holder | $186 | $15,393-98.8% | $12,824-98.6% | $11,409-98.4% |