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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 | $72,817 | $109,863-33.7% | $98,477-26.1% | $167,518-56.5% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 17.35% | 1958.09%-1940.7pp | 1493.59%-1476.2pp | 478.71%-461.4pp |
| Employer contribution / active EE | $3,259 | $3,225+1.0% | $2,961+10.1% | $4,838-32.6% |
| Participant deferral / active EE | $7,066 | $4,673+51.2% | $4,276+65.2% | $6,342+11.4% |
| Admin fee / account holder | $25 | $6,755-99.6% | $5,951-99.6% | $12,312-99.8% |