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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 | $54,978 | $210,698-73.9% | $178,014-69.1% | $145,959-62.3% |
| Participation rate | 60.0% | 80.8%-20.8pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 15.37% | 386.27%-370.9pp | 294.80%-279.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $3,043 | $4,567-33.4% | $3,950-23.0% | $4,661-34.7% |
| Participant deferral / active EE | $14,520 | $6,958+108.7% | $6,276+131.3% | $6,689+117.1% |
| Admin fee / account holder | $87 | $12,016-99.3% | $10,362-99.2% | $13,398-99.4% |