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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 | $156,398-57.5% | $147,318-54.9% | $138,895-52.2% |
| Participation rate | 61.5% | 83.8%-22.2pp | 82.1%-20.5pp | 79.9%-18.4pp |
| Annual return | 53.55% | 78.75%-25.2pp | 70.43%-16.9pp | 145.39%-91.8pp |
| Employer contribution / active EE | $1,695 | $4,853-65.1% | $4,593-63.1% | $4,194-59.6% |
| Participant deferral / active EE | $4,913 | $8,237-40.4% | $7,906-37.9% | $6,396-23.2% |
| Admin fee / account holder | $17 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |