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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 | $59,255 | $175,259-66.2% | $149,723-60.4% | $139,487-57.5% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 28.52% | 166.82%-138.3pp | 134.50%-106.0pp | 373.84%-345.3pp |
| Employer contribution / active EE | $1,820 | $5,478-66.8% | $4,821-62.3% | $4,755-61.7% |
| Participant deferral / active EE | $6,401 | $6,522-1.8% | $5,682+12.7% | $6,713-4.6% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |