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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 | $56,635 | $209,422-73.0% | $178,503-68.3% | $158,982-64.4% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 23.16% | 188.81%-165.7pp | 151.12%-128.0pp | 302.99%-279.8pp |
| Employer contribution / active EE | $12,046 | $5,707+111.1% | $5,011+140.4% | $4,763+152.9% |
| Participant deferral / active EE | $8,253 | $5,955+38.6% | $5,202+58.6% | $5,983+37.9% |
| Admin fee / account holder | $81 | $17,079-99.5% | $13,987-99.4% | $11,252-99.3% |