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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 | $79,359 | $173,397-54.2% | $135,987-41.6% | $145,877-45.6% |
| Participation rate | 40.0% | 80.4%-40.4pp | 76.4%-36.4pp | 80.3%-40.3pp |
| Annual return | 17.48% | 1166.18%-1148.7pp | 580.01%-562.5pp | 551.28%-533.8pp |
| Employer contribution / active EE | $2,584 | $5,281-51.1% | $4,214-38.7% | $4,663-44.6% |
| Participant deferral / active EE | $7,330 | $8,710-15.8% | $7,027+4.3% | $6,691+9.6% |
| Admin fee / account holder | $106 | $9,663-98.9% | $6,716-98.4% | $13,402-99.2% |