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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 | $67,279 | $198,461-66.1% | $170,436-60.5% | $147,585-54.4% |
| Participation rate | 53.8% | 88.0%-34.1pp | 83.6%-29.8pp | 82.8%-29.0pp |
| Annual return | 10.11% | 257.30%-247.2pp | 205.94%-195.8pp | 578.57%-568.5pp |
| Employer contribution / active EE | $2,121 | $6,184-65.7% | $5,433-61.0% | $4,876-56.5% |
| Participant deferral / active EE | $4,406 | $5,629-21.7% | $4,939-10.8% | $5,439-19.0% |
| Admin fee / account holder | $17 | $16,852-99.9% | $13,880-99.9% | $10,885-99.8% |