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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 | $36,808 | $160,070-77.0% | $147,117-75.0% | $145,897-74.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 18.99% | 98.69%-79.7pp | 420.54%-401.5pp | 552.29%-533.3pp |
| Employer contribution / active EE | $1,805 | $5,285-65.8% | $4,932-63.4% | $4,663-61.3% |
| Participant deferral / active EE | $9,277 | $8,419+10.2% | $8,065+15.0% | $6,689+38.7% |
| Admin fee / account holder | $192 | $15,035-98.7% | $12,993-98.5% | $13,390-98.6% |