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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% | $155,567-57.0% | $145,959-54.2% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.3pp | 80.3%-37.4pp |
| Annual return | 18.38% | 61.24%-42.9pp | 64.74%-46.4pp | 561.95%-543.6pp |
| Employer contribution / active EE | $2,226 | $5,315-58.1% | $4,674-52.4% | $4,661-52.2% |
| Participant deferral / active EE | $7,010 | $6,464+8.4% | $5,628+24.6% | $6,689+4.8% |
| Admin fee / account holder | $20 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |