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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 | $79,201 | $176,105-55.0% | $159,474-50.3% | $167,536-52.7% |
| Participation rate | 58.8% | 85.0%-26.1pp | 82.8%-24.0pp | 82.1%-23.3pp |
| Annual return | 25.02% | 331.91%-306.9pp | 263.68%-238.7pp | 478.82%-453.8pp |
| Employer contribution / active EE | $4,221 | $5,299-20.4% | $4,831-12.6% | $4,839-12.8% |
| Participant deferral / active EE | $3,685 | $7,751-52.5% | $7,353-49.9% | $6,342-41.9% |
| Admin fee / account holder | $43 | $12,559-99.7% | $10,802-99.6% | $12,315-99.7% |