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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 | $210,698-69.2% | $178,014-63.6% | $145,959-55.6% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 13.15% | 386.27%-373.1pp | 294.80%-281.7pp | 561.95%-548.8pp |
| Employer contribution / active EE | $1,517 | $4,567-66.8% | $3,950-61.6% | $4,661-67.5% |
| Participant deferral / active EE | $12,200 | $6,958+75.3% | $6,276+94.4% | $6,689+82.4% |
| Admin fee / account holder | $20 | $12,016-99.8% | $10,362-99.8% | $13,398-99.9% |