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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 | $56,750 | $198,457-71.4% | $170,435-66.7% | $147,586-61.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 14.28% | 257.30%-243.0pp | 205.94%-191.7pp | 578.59%-564.3pp |
| Employer contribution / active EE | $1,431 | $6,183-76.9% | $5,432-73.7% | $4,876-70.6% |
| Participant deferral / active EE | $7,722 | $5,629+37.2% | $4,939+56.3% | $5,439+42.0% |
| Admin fee / account holder | $256 | $16,852-98.5% | $13,881-98.2% | $10,886-97.6% |