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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 | $63,136 | $217,432-71.0% | $185,851-66.0% | $167,553-62.3% |
| Participation rate | 68.8% | 86.1%-17.3pp | 81.7%-13.0pp | 82.1%-13.4pp |
| Annual return | 13.54% | 148.43%-134.9pp | 122.11%-108.6pp | 478.89%-465.3pp |
| Employer contribution / active EE | $1,620 | $5,874-72.4% | $5,168-68.7% | $4,840-66.5% |
| Participant deferral / active EE | $4,043 | $6,357-36.4% | $5,569-27.4% | $6,343-36.3% |
| Admin fee / account holder | $266 | $19,820-98.7% | $16,245-98.4% | $12,316-97.8% |