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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 | $61,782 | $102,595-39.8% | $94,057-34.3% | $154,746-60.1% |
| Participation rate | 62.5% | 76.0%-13.5pp | 73.3%-10.8pp | 80.7%-18.2pp |
| Annual return | 16.47% | 583.42%-566.9pp | 480.62%-464.2pp | 172.34%-155.9pp |
| Employer contribution / active EE | $3,952 | $3,147+25.6% | $2,933+34.7% | $4,379-9.7% |
| Participant deferral / active EE | $7,053 | $5,118+37.8% | $4,709+49.8% | $6,730+4.8% |
| Admin fee / account holder | $17 | $7,736-99.8% | $7,244-99.8% | $14,365-99.9% |