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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 | $28,140 | $165,381-83.0% | $149,730-81.2% | $158,966-82.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 92.54% | 348.29%-255.8pp | 276.70%-184.2pp | 302.95%-210.4pp |
| Employer contribution / active EE | $5,556 | $5,104+8.9% | $4,645+19.6% | $4,762+16.7% |
| Participant deferral / active EE | $11,682 | $7,182+62.7% | $6,843+70.7% | $5,983+95.3% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |