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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 | $69,869 | $148,629-53.0% | $135,982-48.6% | $139,487-49.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 23.64% | 79.33%-55.7pp | 68.32%-44.7pp | 373.84%-350.2pp |
| Employer contribution / active EE | $3,068 | $5,247-41.5% | $4,859-36.9% | $4,755-35.5% |
| Participant deferral / active EE | $10,051 | $8,102+24.1% | $7,760+29.5% | $6,713+49.7% |
| Admin fee / account holder | $287 | $12,406-97.7% | $10,767-97.3% | $11,407-97.5% |