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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 | $20,183 | $107,368-81.2% | $92,915-78.3% | $152,909-86.8% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 29.54% | 145.64%-116.1pp | 109.45%-79.9pp | 345.46%-315.9pp |
| Employer contribution / active EE | $1,187 | $4,222-71.9% | $3,653-67.5% | $4,764-75.1% |
| Participant deferral / active EE | $5,225 | $4,848+7.8% | $4,238+23.3% | $5,851-10.7% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |