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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 | $159,934-61.0% | $147,005-57.6% | $145,959-57.3% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.6pp |
| Annual return | 24.93% | 98.24%-73.3pp | 418.76%-393.8pp | 561.95%-537.0pp |
| Employer contribution / active EE | $2,480 | $5,287-53.1% | $4,934-49.7% | $4,661-46.8% |
| Participant deferral / active EE | $5,493 | $8,427-34.8% | $8,070-31.9% | $6,689-17.9% |
| Admin fee / account holder | $185 | $15,053-98.8% | $13,006-98.6% | $13,398-98.6% |