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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 | $61,174 | $209,422-70.8% | $178,503-65.7% | $158,982-61.5% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 16.90% | 188.81%-171.9pp | 151.12%-134.2pp | 302.99%-286.1pp |
| Employer contribution / active EE | $3,079 | $5,707-46.1% | $5,011-38.6% | $4,763-35.4% |
| Participant deferral / active EE | $3,408 | $5,955-42.8% | $5,202-34.5% | $5,983-43.0% |
| Admin fee / account holder | $260 | $17,079-98.5% | $13,987-98.1% | $11,252-97.7% |