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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 | $29,484 | $159,978-81.6% | $147,041-79.9% | $145,978-79.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 31.82% | 98.36%-66.5pp | 419.21%-387.4pp | 550.52%-518.7pp |
| Employer contribution / active EE | $4,530 | $5,288-14.3% | $4,935-8.2% | $4,662-2.8% |
| Participant deferral / active EE | $8,167 | $8,429-3.1% | $8,071+1.2% | $6,690+22.1% |
| Admin fee / account holder | $27 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |