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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 | $47,384 | $185,883-74.5% | $170,043-72.1% | $139,466-66.0% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 202.24% | 60.54%+141.7pp | 53.40%+148.8pp | 373.66%-171.4pp |
| Employer contribution / active EE | $5,969 | $7,596-21.4% | $6,790-12.1% | $4,754+25.6% |
| Participant deferral / active EE | $14,925 | $11,626+28.4% | $10,410+43.4% | $6,712+122.4% |
| Admin fee / account holder | $31 | $15,393-99.8% | $12,824-99.8% | $11,409-99.7% |