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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 | $61,400 | $148,623-58.7% | $135,974-54.8% | $139,466-56.0% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 18.53% | 79.30%-60.8pp | 68.30%-49.8pp | 373.66%-355.1pp |
| Employer contribution / active EE | $3,178 | $5,246-39.4% | $4,859-34.6% | $4,754-33.2% |
| Participant deferral / active EE | $16,042 | $8,103+98.0% | $7,760+106.7% | $6,712+139.0% |
| Admin fee / account holder | $230 | $12,406-98.1% | $10,767-97.9% | $11,409-98.0% |