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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 | $50,040 | $160,028-68.7% | $147,080-66.0% | $145,884-65.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 21.91% | 98.60%-76.7pp | 420.17%-398.3pp | 551.85%-529.9pp |
| Employer contribution / active EE | $3,219 | $5,286-39.1% | $4,933-34.7% | $4,662-31.0% |
| Participant deferral / active EE | $7,195 | $8,422-14.6% | $8,066-10.8% | $6,690+7.5% |
| Admin fee / account holder | $198 | $15,030-98.7% | $12,989-98.5% | $13,392-98.5% |