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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 | $55,912 | $165,361-66.2% | $149,715-62.7% | $158,950-64.8% |
| Participation rate | 63.2% | 84.6%-21.4pp | 82.5%-19.3pp | 82.0%-18.8pp |
| Annual return | 21.47% | 348.24%-326.8pp | 276.66%-255.2pp | 302.91%-281.4pp |
| Employer contribution / active EE | $2,124 | $5,103-58.4% | $4,645-54.3% | $4,762-55.4% |
| Participant deferral / active EE | $4,987 | $7,182-30.6% | $6,842-27.1% | $5,983-16.6% |
| Admin fee / account holder | $126 | $10,808-98.8% | $9,310-98.7% | $11,248-98.9% |