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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 | $36,066 | $138,078-73.9% | $125,363-71.2% | $134,509-73.2% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | 58.71% | 750.49%-691.8pp | 572.15%-513.4pp | 418.13%-359.4pp |
| Employer contribution / active EE | $1,301 | $5,245-75.2% | $4,815-73.0% | $4,741-72.6% |
| Participant deferral / active EE | $3,309 | $7,800-57.6% | $7,447-55.6% | $6,400-48.3% |
| Admin fee / account holder | $111 | $11,566-99.0% | $10,005-98.9% | $11,427-99.0% |