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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 | $56,217 | $165,381-66.0% | $149,730-62.5% | $158,966-64.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 19.22% | 348.29%-329.1pp | 276.70%-257.5pp | 302.95%-283.7pp |
| Employer contribution / active EE | $3,009 | $5,104-41.0% | $4,645-35.2% | $4,762-36.8% |
| Participant deferral / active EE | $6,019 | $7,182-16.2% | $6,843-12.0% | $5,983+0.6% |
| Admin fee / account holder | $105 | $10,809-99.0% | $9,310-98.9% | $11,250-99.1% |