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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 | $55,476 | $98,776-43.8% | $149,745-63.0% | $79,856-30.5% |
| Participation rate | 68.3% | 75.8%-7.5pp | 82.5%-14.2pp | 69.6%-1.3pp |
| Annual return | 25.49% | 27.38%-1.9pp | 276.72%-251.2pp | 31.71%-6.2pp |
| Employer contribution / active EE | $3,404 | $3,217+5.8% | $4,646-26.7% | $2,471+37.7% |
| Participant deferral / active EE | $7,166 | $5,681+26.1% | $6,843+4.7% | $3,741+91.6% |
| Admin fee / account holder | $15 | $6,053-99.8% | $9,312-99.8% | $5,306-99.7% |