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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 | $32,723 | $126,113-74.1% | $116,096-71.8% | $155,188-78.9% |
| Participation rate | 66.7% | 75.1%-8.5pp | 73.3%-6.7pp | 80.8%-14.1pp |
| Annual return | 23.38% | 391.72%-368.3pp | 326.25%-302.9pp | 148.84%-125.5pp |
| Employer contribution / active EE | $4,405 | $2,672+64.9% | $2,503+76.0% | $4,248+3.7% |
| Participant deferral / active EE | $4,405 | $4,162+5.8% | $3,952+11.5% | $6,531-32.5% |
| Admin fee / account holder | $20 | $8,045-99.8% | $7,704-99.7% | $14,480-99.9% |