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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 | $44,922 | $217,432-79.3% | $185,851-75.8% | $167,553-73.2% |
| Participation rate | 62.5% | 86.1%-23.6pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 13.51% | 148.43%-134.9pp | 122.11%-108.6pp | 478.89%-465.4pp |
| Employer contribution / active EE | $1,807 | $5,874-69.2% | $5,168-65.0% | $4,840-62.7% |
| Participant deferral / active EE | $7,673 | $6,357+20.7% | $5,569+37.8% | $6,343+21.0% |
| Admin fee / account holder | $8 | $19,820-100.0% | $16,245-99.9% | $12,316-99.9% |