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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 | $64,728 | $217,432-70.2% | $185,849-65.2% | $167,536-61.4% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 18.18% | 148.42%-130.2pp | 122.10%-103.9pp | 478.82%-460.6pp |
| Employer contribution / active EE | $7,951 | $5,875+35.4% | $5,169+53.8% | $4,839+64.3% |
| Participant deferral / active EE | $3,378 | $6,357-46.9% | $5,569-39.3% | $6,342-46.7% |
| Admin fee / account holder | $239 | $19,818-98.8% | $16,244-98.5% | $12,315-98.1% |