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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 | $66,916 | $183,592-63.6% | $155,574-57.0% | $145,877-54.1% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 18.38% | 61.37%-43.0pp | 64.87%-46.5pp | 551.28%-532.9pp |
| Employer contribution / active EE | $2,226 | $5,317-58.1% | $4,676-52.4% | $4,663-52.3% |
| Participant deferral / active EE | $7,010 | $6,466+8.4% | $5,629+24.5% | $6,691+4.8% |
| Admin fee / account holder | $20 | $19,316-99.9% | $15,914-99.9% | $13,402-99.9% |