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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 | $59,632 | $155,833-61.7% | $124,693-52.2% | $167,536-64.4% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-7.9pp | 82.1%-15.4pp |
| Annual return | 20.26% | 17.98%+2.3pp | 5144.19%-5123.9pp | 478.82%-458.6pp |
| Employer contribution / active EE | $3,753 | $4,164-9.9% | $3,324+12.9% | $4,839-22.5% |
| Participant deferral / active EE | $11,904 | $5,675+109.8% | $4,615+157.9% | $6,342+87.7% |
| Admin fee / account holder | $19 | $9,534-99.8% | $7,494-99.8% | $12,315-99.8% |