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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 | $44,618 | $175,231-74.5% | $149,696-70.2% | $139,466-68.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 16.95% | 166.77%-149.8pp | 134.46%-117.5pp | 373.66%-356.7pp |
| Employer contribution / active EE | $1,364 | $5,478-75.1% | $4,821-71.7% | $4,754-71.3% |
| Participant deferral / active EE | $5,369 | $6,521-17.7% | $5,682-5.5% | $6,712-20.0% |
| Admin fee / account holder | $12 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |