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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 | $72,071-14.9% | $68,368-10.3% | $137,256-55.3% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 14.50% | 353.14%-338.6pp | 292.57%-278.1pp | 220.34%-205.8pp |
| Employer contribution / active EE | $932 | $2,788-66.6% | $2,649-64.8% | $4,156-77.6% |
| Participant deferral / active EE | $1,986 | $4,410-55.0% | $4,123-51.8% | $6,407-69.0% |
| Admin fee / account holder | $269 | $5,336-95.0% | $5,150-94.8% | $12,270-97.8% |