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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 | $70,784 | $227,633-68.9% | $189,597-62.7% | $167,553-57.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.4%-11.8pp | 82.1%-15.4pp |
| Annual return | 13.30% | 78.45%-65.1pp | 64.20%-50.9pp | 478.89%-465.6pp |
| Employer contribution / active EE | $1,848 | $5,317-65.2% | $4,412-58.1% | $4,840-61.8% |
| Participant deferral / active EE | $6,375 | $7,003-9.0% | $6,174+3.3% | $6,343+0.5% |
| Admin fee / account holder | $20 | $11,879-99.8% | $9,807-99.8% | $12,316-99.8% |