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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 | $167,030-61.0% | $135,768-52.0% | $155,188-58.0% |
| Participation rate | 66.7% | 76.2%-9.5pp | 71.1%-4.4pp | 80.8%-14.1pp |
| Annual return | 9.29% | 678.39%-669.1pp | 526.10%-516.8pp | 148.84%-139.5pp |
| Employer contribution / active EE | $1,907 | $4,132-53.9% | $3,394-43.8% | $4,248-55.1% |
| Participant deferral / active EE | $3,149 | $4,528-30.5% | $3,977-20.8% | $6,531-51.8% |
| Admin fee / account holder | $53 | $8,172-99.4% | $7,048-99.2% | $14,480-99.6% |