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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 | $32,516 | $217,432-85.0% | $185,849-82.5% | $167,536-80.6% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 15.90% | 148.42%-132.5pp | 122.10%-106.2pp | 478.82%-462.9pp |
| Employer contribution / active EE | $2,227 | $5,875-62.1% | $5,169-56.9% | $4,839-54.0% |
| Participant deferral / active EE | $3,037 | $6,357-52.2% | $5,569-45.5% | $6,342-52.1% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |