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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 | $65,617 | $135,645-51.6% | $110,243-40.5% | $135,379-51.5% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | 144.80% | 513.24%-368.4pp | 314.76%-170.0pp | 519.79%-375.0pp |
| Employer contribution / active EE | $995 | $4,907-79.7% | $3,827-74.0% | $4,779-79.2% |
| Participant deferral / active EE | $1,873 | $5,507-66.0% | $4,672-59.9% | $5,609-66.6% |
| Admin fee / account holder | $278 | $11,458-97.6% | $8,548-96.8% | $10,828-97.4% |