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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 | $29,898 | $176,077-83.0% | $159,455-81.3% | $167,518-82.2% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 18.30% | 331.83%-313.5pp | 263.63%-245.3pp | 478.71%-460.4pp |
| Employer contribution / active EE | $1,615 | $5,298-69.5% | $4,830-66.6% | $4,838-66.6% |
| Participant deferral / active EE | $3,364 | $7,751-56.6% | $7,353-54.3% | $6,342-47.0% |
| Admin fee / account holder | $237 | $12,556-98.1% | $10,800-97.8% | $12,312-98.1% |