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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 | $61,356 | $102,595-40.2% | $94,057-34.8% | $154,746-60.4% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 14.50% | 583.42%-568.9pp | 480.62%-466.1pp | 172.34%-157.8pp |
| Employer contribution / active EE | $932 | $3,147-70.4% | $2,933-68.2% | $4,379-78.7% |
| Participant deferral / active EE | $1,986 | $5,118-61.2% | $4,709-57.8% | $6,730-70.5% |
| Admin fee / account holder | $269 | $7,736-96.5% | $7,244-96.3% | $14,365-98.1% |