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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 | $73,393 | $160,070-54.1% | $147,117-50.1% | $145,897-49.7% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.73% | 98.69%-84.0pp | 420.54%-405.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $7,492 | $5,285+41.8% | $4,932+51.9% | $4,663+60.7% |
| Participant deferral / active EE | $12,620 | $8,419+49.9% | $8,065+56.5% | $6,689+88.7% |
| Admin fee / account holder | $158 | $15,035-98.9% | $12,993-98.8% | $13,390-98.8% |