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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 | $58,510 | $176,120-66.8% | $159,487-63.3% | $167,553-65.1% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 11.24% | 331.95%-320.7pp | 263.71%-252.5pp | 478.89%-467.7pp |
| Employer contribution / active EE | $1,298 | $5,299-75.5% | $4,831-73.1% | $4,840-73.2% |
| Participant deferral / active EE | $10,800 | $7,752+39.3% | $7,354+46.9% | $6,343+70.3% |
| Admin fee / account holder | $273 | $12,561-97.8% | $10,804-97.5% | $12,316-97.8% |