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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 | $66,457 | $196,972-66.3% | $182,262-63.5% | $198,609-66.5% |
| Participation rate | 61.5% | 85.7%-24.2pp | 84.2%-22.7pp | 82.4%-20.8pp |
| Annual return | 53.55% | 158.27%-104.7pp | 140.60%-87.0pp | 202.70%-149.1pp |
| Employer contribution / active EE | $1,695 | $5,364-68.4% | $5,046-66.4% | $5,055-66.5% |
| Participant deferral / active EE | $4,913 | $8,643-43.1% | $8,276-40.6% | $6,977-29.6% |
| Admin fee / account holder | $17 | $18,429-99.9% | $16,712-99.9% | $19,030-99.9% |