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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 | $35,034 | $157,304-77.7% | $141,197-75.2% | $152,909-77.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 36.60% | 64.34%-27.7pp | 71.41%-34.8pp | 345.46%-308.9pp |
| Employer contribution / active EE | $2,663 | $5,263-49.4% | $4,736-43.8% | $4,764-44.1% |
| Participant deferral / active EE | $12,215 | $7,111+71.8% | $6,710+82.0% | $5,851+108.7% |
| Admin fee / account holder | $175 | $12,126-98.6% | $10,265-98.3% | $11,601-98.5% |