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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 | $41,706 | $88,672-53.0% | $105,223-60.4% | $82,448-49.4% |
| Participation rate | 64.3% | 67.9%-3.6pp | 75.0%-10.8pp | 68.1%-3.8pp |
| Annual return | 21.80% | 30.86%-9.1pp | 180.65%-158.8pp | 41.64%-19.8pp |
| Employer contribution / active EE | $2,436 | $3,048-20.1% | $3,689-34.0% | $2,551-4.5% |
| Participant deferral / active EE | $4,399 | $4,036+9.0% | $5,072-13.3% | $4,139+6.3% |
| Admin fee / account holder | $46 | $7,146-99.4% | $8,859-99.5% | $7,234-99.4% |