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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 | $29,484 | $160,070-81.6% | $147,117-80.0% | $145,897-79.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 31.82% | 98.69%-66.9pp | 420.54%-388.7pp | 552.29%-520.5pp |
| Employer contribution / active EE | $4,530 | $5,285-14.3% | $4,932-8.2% | $4,663-2.8% |
| Participant deferral / active EE | $8,167 | $8,419-3.0% | $8,065+1.3% | $6,689+22.1% |
| Admin fee / account holder | $27 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |