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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 | $77,097 | $157,296-51.0% | $141,191-45.4% | $152,897-49.6% |
| Participation rate | 28.6% | 84.8%-56.3pp | 82.5%-53.9pp | 82.5%-53.9pp |
| Annual return | 26.65% | 64.34%-37.7pp | 71.41%-44.8pp | 345.43%-318.8pp |
| Employer contribution / active EE | $2,182 | $5,262-58.5% | $4,736-53.9% | $4,764-54.2% |
| Participant deferral / active EE | $3,645 | $7,111-48.7% | $6,710-45.7% | $5,851-37.7% |
| Admin fee / account holder | $21 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |