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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 | $27,853 | $176,402-84.2% | $134,155-79.2% | $158,950-82.5% |
| Participation rate | 66.7% | 78.7%-12.1pp | 72.2%-5.5pp | 82.0%-15.3pp |
| Annual return | 57.93% | 63.66%-5.7pp | 36.34%+21.6pp | 302.91%-245.0pp |
| Employer contribution / active EE | $2,338 | $5,042-53.6% | $3,705-36.9% | $4,762-50.9% |
| Participant deferral / active EE | $6,476 | $4,093+58.2% | $3,500+85.0% | $5,983+8.2% |
| Admin fee / account holder | $104 | $8,719-98.8% | $6,685-98.4% | $11,248-99.1% |