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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 | $118,912 | $176,077-32.5% | $159,455-25.4% | $167,518-29.0% |
| Participation rate | 62.5% | 84.9%-22.4pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 17.12% | 331.83%-314.7pp | 263.63%-246.5pp | 478.71%-461.6pp |
| Employer contribution / active EE | $1,509 | $5,298-71.5% | $4,830-68.8% | $4,838-68.8% |
| Participant deferral / active EE | $7,159 | $7,751-7.6% | $7,353-2.6% | $6,342+12.9% |
| Admin fee / account holder | $48 | $12,556-99.6% | $10,800-99.6% | $12,312-99.6% |