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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 | $43,936 | $155,555-71.8% | $146,866-70.1% | $155,188-71.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 572.54% | 115.41%+457.1pp | 102.85%+469.7pp | 148.84%+423.7pp |
| Employer contribution / active EE | $2,872 | $4,647-38.2% | $4,425-35.1% | $4,248-32.4% |
| Participant deferral / active EE | $7,375 | $8,044-8.3% | $7,759-5.0% | $6,531+12.9% |
| Admin fee / account holder | $82 | $14,755-99.4% | $13,620-99.4% | $14,480-99.4% |