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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 | $30,224 | $210,698-85.7% | $178,014-83.0% | $145,959-79.3% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 9.93% | 386.27%-376.3pp | 294.80%-284.9pp | 561.95%-552.0pp |
| Employer contribution / active EE | $1,009 | $4,567-77.9% | $3,950-74.5% | $4,661-78.4% |
| Participant deferral / active EE | $6,635 | $6,958-4.6% | $6,276+5.7% | $6,689-0.8% |
| Admin fee / account holder | $202 | $12,016-98.3% | $10,362-98.0% | $13,398-98.5% |