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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 | $38,311 | $176,077-78.2% | $159,455-76.0% | $167,518-77.1% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 16.53% | 331.83%-315.3pp | 263.63%-247.1pp | 478.71%-462.2pp |
| Employer contribution / active EE | $4,579 | $5,298-13.6% | $4,830-5.2% | $4,838-5.4% |
| Participant deferral / active EE | $8,747 | $7,751+12.8% | $7,353+19.0% | $6,342+37.9% |
| Admin fee / account holder | $109 | $12,556-99.1% | $10,800-99.0% | $12,312-99.1% |