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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 | $70,366-12.8% | $66,674-8.0% | $138,895-55.8% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 14.50% | 386.41%-371.9pp | 321.24%-306.7pp | 145.39%-130.9pp |
| Employer contribution / active EE | $932 | $2,765-66.3% | $2,620-64.4% | $4,194-77.8% |
| Participant deferral / active EE | $1,986 | $4,374-54.6% | $4,084-51.4% | $6,396-69.0% |
| Admin fee / account holder | $269 | $5,262-94.9% | $5,098-94.7% | $12,562-97.9% |