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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 | $21,185 | $175,231-87.9% | $149,696-85.8% | $139,466-84.8% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 22.03% | 166.77%-144.7pp | 134.46%-112.4pp | 373.66%-351.6pp |
| Employer contribution / active EE | $2,076 | $5,478-62.1% | $4,821-56.9% | $4,754-56.3% |
| Participant deferral / active EE | $4,217 | $6,521-35.3% | $5,682-25.8% | $6,712-37.2% |
| Admin fee / account holder | $129 | $16,155-99.2% | $13,212-99.0% | $11,409-98.9% |