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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 | $55,409 | $183,516-69.8% | $155,534-64.4% | $145,884-62.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 42.46% | 61.43%-19.0pp | 64.92%-22.5pp | 551.85%-509.4pp |
| Employer contribution / active EE | $3,193 | $5,315-39.9% | $4,675-31.7% | $4,662-31.5% |
| Participant deferral / active EE | $5,823 | $6,467-10.0% | $5,630+3.4% | $6,690-13.0% |
| Admin fee / account holder | $40 | $19,293-99.8% | $15,900-99.7% | $13,392-99.7% |