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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 | $38,083 | $144,124-73.6% | $117,857-67.7% | $147,585-74.2% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 16.64% | 531.17%-514.5pp | 335.09%-318.4pp | 578.57%-561.9pp |
| Employer contribution / active EE | $5,676 | $4,897+15.9% | $3,786+49.9% | $4,876+16.4% |
| Participant deferral / active EE | $2,163 | $5,316-59.3% | $4,482-51.7% | $5,439-60.2% |
| Admin fee / account holder | $136 | $10,886-98.7% | $8,020-98.3% | $10,885-98.7% |