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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 | $35,930 | $211,288-83.0% | $178,540-79.9% | $145,884-75.4% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 20.18% | 30.27%-10.1pp | 27.15%-7.0pp | 551.85%-531.7pp |
| Employer contribution / active EE | $3,329 | $4,574-27.2% | $3,953-15.8% | $4,662-28.6% |
| Participant deferral / active EE | $3,408 | $6,967-51.1% | $6,281-45.7% | $6,690-49.1% |
| Admin fee / account holder | $3 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |