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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 | $98,310 | $217,427-54.8% | $185,837-47.1% | $167,518-41.3% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 9.58% | 148.39%-138.8pp | 122.08%-112.5pp | 478.71%-469.1pp |
| Employer contribution / active EE | $2,000 | $5,874-66.0% | $5,168-61.3% | $4,838-58.7% |
| Participant deferral / active EE | $3,709 | $6,357-41.7% | $5,568-33.4% | $6,342-41.5% |
| Admin fee / account holder | $79 | $19,816-99.6% | $16,241-99.5% | $12,312-99.4% |