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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 | $20,929 | $183,592-88.6% | $155,567-86.5% | $145,959-85.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 18.91% | 61.24%-42.3pp | 64.74%-45.8pp | 561.95%-543.0pp |
| Employer contribution / active EE | $3,173 | $5,315-40.3% | $4,674-32.1% | $4,661-31.9% |
| Participant deferral / active EE | $4,951 | $6,464-23.4% | $5,628-12.0% | $6,689-26.0% |
| Admin fee / account holder | $88 | $19,318-99.5% | $15,916-99.4% | $13,398-99.3% |