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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 | $60,304 | $95,580-36.9% | $76,872-21.6% | $139,466-56.8% |
| Participation rate | 40.0% | 74.0%-34.0pp | 69.6%-29.6pp | 80.3%-40.3pp |
| Annual return | 21.73% | 55.00%-33.3pp | 37.90%-16.2pp | 373.66%-351.9pp |
| Employer contribution / active EE | $4,108 | $3,145+30.6% | $2,533+62.2% | $4,754-13.6% |
| Participant deferral / active EE | $9,420 | $4,623+103.8% | $3,832+145.8% | $6,712+40.4% |
| Admin fee / account holder | $25 | $8,302-99.7% | $5,476-99.5% | $11,409-99.8% |