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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 | $157,270-77.7% | $141,173-75.2% | $152,870-77.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 36.60% | 64.33%-27.7pp | 71.40%-34.8pp | 345.34%-308.7pp |
| Employer contribution / active EE | $2,663 | $5,261-49.4% | $4,735-43.8% | $4,763-44.1% |
| Participant deferral / active EE | $12,215 | $7,110+71.8% | $6,710+82.1% | $5,850+108.8% |
| Admin fee / account holder | $175 | $12,121-98.6% | $10,262-98.3% | $11,597-98.5% |