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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 | $75,328 | $185,883-59.5% | $170,043-55.7% | $139,466-46.0% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 27.13% | 60.54%-33.4pp | 53.40%-26.3pp | 373.66%-346.5pp |
| Employer contribution / active EE | $4,963 | $7,596-34.7% | $6,790-26.9% | $4,754+4.4% |
| Participant deferral / active EE | $10,253 | $11,626-11.8% | $10,410-1.5% | $6,712+52.8% |
| Admin fee / account holder | $52 | $15,393-99.7% | $12,824-99.6% | $11,409-99.5% |