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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 | $103,823 | $159,978-35.1% | $147,041-29.4% | $145,978-28.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.49% | 98.36%-82.9pp | 419.21%-403.7pp | 550.52%-535.0pp |
| Employer contribution / active EE | $3,442 | $5,288-34.9% | $4,935-30.2% | $4,662-26.2% |
| Participant deferral / active EE | $7,723 | $8,429-8.4% | $8,071-4.3% | $6,690+15.4% |
| Admin fee / account holder | $33 | $15,053-99.8% | $13,006-99.8% | $13,400-99.8% |