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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 | $64,793 | $148,623-56.4% | $135,974-52.3% | $139,466-53.5% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 22.48% | 79.30%-56.8pp | 68.30%-45.8pp | 373.66%-351.2pp |
| Employer contribution / active EE | $4,235 | $5,246-19.3% | $4,859-12.8% | $4,754-10.9% |
| Participant deferral / active EE | $13,011 | $8,103+60.6% | $7,760+67.7% | $6,712+93.8% |
| Admin fee / account holder | $11 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |