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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 | $68,116 | $175,231-61.1% | $149,696-54.5% | $139,466-51.2% |
| Participation rate | 28.6% | 83.4%-54.8pp | 78.8%-50.2pp | 80.3%-51.8pp |
| Annual return | 16.96% | 166.77%-149.8pp | 134.46%-117.5pp | 373.66%-356.7pp |
| Employer contribution / active EE | $1,893 | $5,478-65.4% | $4,821-60.7% | $4,754-60.2% |
| Participant deferral / active EE | $8,571 | $6,521+31.4% | $5,682+50.9% | $6,712+27.7% |
| Admin fee / account holder | $60 | $16,155-99.6% | $13,212-99.5% | $11,409-99.5% |