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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 | $39,160 | $198,462-80.3% | $170,439-77.0% | $147,585-73.5% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 21.68% | 257.30%-235.6pp | 205.94%-184.3pp | 578.58%-556.9pp |
| Employer contribution / active EE | $4,225 | $6,184-31.7% | $5,433-22.2% | $4,876-13.4% |
| Participant deferral / active EE | $13,600 | $5,629+141.6% | $4,939+175.3% | $5,439+150.1% |
| Admin fee / account holder | $217 | $16,852-98.7% | $13,881-98.4% | $10,886-98.0% |