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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 | $34,474 | $165,399-79.2% | $149,745-77.0% | $158,982-78.3% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 71.13% | 348.34%-277.2pp | 276.72%-205.6pp | 302.99%-231.9pp |
| Employer contribution / active EE | $1,489 | $5,105-70.8% | $4,646-68.0% | $4,763-68.7% |
| Participant deferral / active EE | $9,000 | $7,183+25.3% | $6,843+31.5% | $5,983+50.4% |
| Admin fee / account holder | $143 | $10,811-98.7% | $9,312-98.5% | $11,252-98.7% |