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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 | $27,609 | $175,257-84.2% | $149,717-81.6% | $139,456-80.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 29.84% | 166.70%-136.9pp | 134.41%-104.6pp | 373.45%-343.6pp |
| Employer contribution / active EE | $2,016 | $5,477-63.2% | $4,820-58.2% | $4,753-57.6% |
| Participant deferral / active EE | $7,022 | $6,521+7.7% | $5,682+23.6% | $6,711+4.6% |
| Admin fee / account holder | $160 | $16,156-99.0% | $13,213-98.8% | $11,407-98.6% |