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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 | $20,587 | $202,430-89.8% | $169,369-87.8% | $139,427-85.2% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.2%-17.2pp | 80.3%-20.3pp |
| Annual return | 31.79% | 531.86%-500.1pp | 405.70%-373.9pp | 373.27%-341.5pp |
| Employer contribution / active EE | $3,303 | $4,690-29.6% | $4,011-17.7% | $4,752-30.5% |
| Participant deferral / active EE | $10,632 | $6,938+53.2% | $6,221+70.9% | $6,711+58.4% |
| Admin fee / account holder | $72 | $10,716-99.3% | $9,009-99.2% | $11,404-99.4% |