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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 | $35,801 | $160,070-77.6% | $147,117-75.7% | $145,897-75.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.40% | 98.69%-88.3pp | 420.54%-410.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $3,266 | $5,285-38.2% | $4,932-33.8% | $4,663-30.0% |
| Participant deferral / active EE | $7,274 | $8,419-13.6% | $8,065-9.8% | $6,689+8.7% |
| Admin fee / account holder | $211 | $15,035-98.6% | $12,993-98.4% | $13,390-98.4% |