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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 | $64,226 | $202,440-68.3% | $169,390-62.1% | $139,466-53.9% |
| Participation rate | 53.8% | 81.1%-27.3pp | 77.2%-23.3pp | 80.3%-26.5pp |
| Annual return | 20.98% | 532.36%-511.4pp | 406.07%-385.1pp | 373.66%-352.7pp |
| Employer contribution / active EE | $2,370 | $4,693-49.5% | $4,013-40.9% | $4,754-50.1% |
| Participant deferral / active EE | $7,279 | $6,940+4.9% | $6,222+17.0% | $6,712+8.5% |
| Admin fee / account holder | $262 | $10,722-97.6% | $9,015-97.1% | $11,409-97.7% |