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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 | $65,180 | $162,529-59.9% | $130,788-50.2% | $154,746-57.9% |
| Participation rate | 66.7% | 75.9%-9.2pp | 70.1%-3.4pp | 80.7%-14.0pp |
| Annual return | 9.29% | 510.48%-501.2pp | 386.44%-377.1pp | 172.34%-163.0pp |
| Employer contribution / active EE | $1,907 | $4,447-57.1% | $3,558-46.4% | $4,379-56.5% |
| Participant deferral / active EE | $3,149 | $4,808-34.5% | $4,137-23.9% | $6,730-53.2% |
| Admin fee / account holder | $53 | $7,669-99.3% | $6,673-99.2% | $14,365-99.6% |