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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 | $160,040-37.8% | $147,096-32.4% | $145,877-31.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 18.34% | 98.49%-80.2pp | 419.75%-401.4pp | 551.28%-532.9pp |
| Employer contribution / active EE | $1,373 | $5,289-74.0% | $4,936-72.2% | $4,663-70.5% |
| Participant deferral / active EE | $11,111 | $8,429+31.8% | $8,071+37.7% | $6,691+66.1% |
| Admin fee / account holder | $30 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |