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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 | $60,473 | $111,787-45.9% | $93,681-35.4% | $145,978-58.6% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 13.05% | 203.52%-190.5pp | 133.47%-120.4pp | 550.52%-537.5pp |
| Employer contribution / active EE | $907 | $3,093-70.7% | $2,422-62.5% | $4,662-80.5% |
| Participant deferral / active EE | $7,698 | $4,918+56.5% | $4,415+74.3% | $6,690+15.1% |
| Admin fee / account holder | $59 | $10,256-99.4% | $8,290-99.3% | $13,400-99.6% |