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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 | $112,864 | $217,432-48.1% | $185,851-39.3% | $167,553-32.6% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 12.74% | 148.43%-135.7pp | 122.11%-109.4pp | 478.89%-466.1pp |
| Employer contribution / active EE | $3,519 | $5,874-40.1% | $5,168-31.9% | $4,840-27.3% |
| Participant deferral / active EE | $4,694 | $6,357-26.2% | $5,569-15.7% | $6,343-26.0% |
| Admin fee / account holder | $8 | $19,820-100.0% | $16,245-100.0% | $12,316-99.9% |