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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 | $62,310 | $160,070-61.1% | $147,117-57.6% | $145,897-57.3% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 24.93% | 98.69%-73.8pp | 420.54%-395.6pp | 552.29%-527.4pp |
| Employer contribution / active EE | $2,480 | $5,285-53.1% | $4,932-49.7% | $4,663-46.8% |
| Participant deferral / active EE | $5,493 | $8,419-34.8% | $8,065-31.9% | $6,689-17.9% |
| Admin fee / account holder | $185 | $15,035-98.8% | $12,993-98.6% | $13,390-98.6% |