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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 | $54,642 | $217,432-74.9% | $185,849-70.6% | $167,536-67.4% |
| Participation rate | 37.5% | 86.1%-48.6pp | 81.7%-44.2pp | 82.1%-44.6pp |
| Annual return | 13.13% | 148.42%-135.3pp | 122.10%-109.0pp | 478.82%-465.7pp |
| Employer contribution / active EE | $2,036 | $5,875-65.4% | $5,169-60.6% | $4,839-57.9% |
| Participant deferral / active EE | $6,865 | $6,357+8.0% | $5,569+23.3% | $6,342+8.2% |
| Admin fee / account holder | $67 | $19,818-99.7% | $16,244-99.6% | $12,315-99.5% |