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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 | $132,213 | $176,077-24.9% | $159,455-17.1% | $167,518-21.1% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 16.95% | 331.83%-314.9pp | 263.63%-246.7pp | 478.71%-461.8pp |
| Employer contribution / active EE | $1,600 | $5,298-69.8% | $4,830-66.9% | $4,838-66.9% |
| Participant deferral / active EE | $6,200 | $7,751-20.0% | $7,353-15.7% | $6,342-2.2% |
| Admin fee / account holder | $110 | $12,556-99.1% | $10,800-99.0% | $12,312-99.1% |