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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 | $52,433 | $160,040-67.2% | $147,096-64.4% | $145,877-64.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 23.59% | 98.49%-74.9pp | 419.75%-396.2pp | 551.28%-527.7pp |
| Employer contribution / active EE | $5,130 | $5,289-3.0% | $4,936+3.9% | $4,663+10.0% |
| Participant deferral / active EE | $5,193 | $8,429-38.4% | $8,071-35.7% | $6,691-22.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |