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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 | $56,988 | $226,090-74.8% | $182,531-68.8% | $152,885-62.7% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 17.47% | 192.57%-175.1pp | 148.57%-131.1pp | 345.39%-327.9pp |
| Employer contribution / active EE | $2,182 | $4,978-56.2% | $4,075-46.5% | $4,763-54.2% |
| Participant deferral / active EE | $3,861 | $6,369-39.4% | $5,525-30.1% | $5,851-34.0% |
| Admin fee / account holder | $23 | $10,705-99.8% | $8,593-99.7% | $11,598-99.8% |