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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 | $99,481 | $160,070-37.9% | $147,117-32.4% | $145,897-31.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 18.34% | 98.69%-80.3pp | 420.54%-402.2pp | 552.29%-533.9pp |
| Employer contribution / active EE | $1,373 | $5,285-74.0% | $4,932-72.2% | $4,663-70.5% |
| Participant deferral / active EE | $11,111 | $8,419+32.0% | $8,065+37.8% | $6,689+66.1% |
| Admin fee / account holder | $30 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |