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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 | $69,668 | $175,259-60.2% | $149,723-53.5% | $139,487-50.1% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 12.18% | 166.82%-154.6pp | 134.50%-122.3pp | 373.84%-361.7pp |
| Employer contribution / active EE | $1,742 | $5,478-68.2% | $4,821-63.9% | $4,755-63.4% |
| Participant deferral / active EE | $15,000 | $6,522+130.0% | $5,682+164.0% | $6,713+123.5% |
| Admin fee / account holder | $20 | $16,158-99.9% | $13,215-99.8% | $11,407-99.8% |