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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 | $36,716 | $172,111-78.7% | $150,298-75.6% | $137,256-73.3% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 187.29% | 69.37%+117.9pp | 62.79%+124.5pp | 220.34%-33.1pp |
| Employer contribution / active EE | $1,899 | $4,636-59.0% | $4,154-54.3% | $4,156-54.3% |
| Participant deferral / active EE | $8,137 | $6,166+32.0% | $5,453+49.2% | $6,407+27.0% |
| Admin fee / account holder | $122 | $16,471-99.3% | $14,116-99.1% | $12,270-99.0% |