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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 | $64,822 | $211,239-69.3% | $178,528-63.7% | $145,877-55.6% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 13.15% | 30.22%-17.1pp | 27.11%-14.0pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,517 | $4,570-66.8% | $3,950-61.6% | $4,663-67.5% |
| Participant deferral / active EE | $12,200 | $6,963+75.2% | $6,278+94.3% | $6,691+82.3% |
| Admin fee / account holder | $20 | $12,095-99.8% | $10,419-99.8% | $13,402-99.9% |