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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 | $53,572 | $160,040-66.5% | $147,096-63.6% | $145,877-63.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 27.75% | 98.49%-70.7pp | 419.75%-392.0pp | 551.28%-523.5pp |
| Employer contribution / active EE | $3,941 | $5,289-25.5% | $4,936-20.2% | $4,663-15.5% |
| Participant deferral / active EE | $7,948 | $8,429-5.7% | $8,071-1.5% | $6,691+18.8% |
| Admin fee / account holder | $175 | $15,050-98.8% | $13,005-98.7% | $13,402-98.7% |