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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 | $37,815 | $175,231-78.4% | $149,696-74.7% | $139,466-72.9% |
| Participation rate | 47.8% | 83.4%-35.6pp | 78.8%-31.0pp | 80.3%-32.5pp |
| Annual return | 19.87% | 166.77%-146.9pp | 134.46%-114.6pp | 373.66%-353.8pp |
| Employer contribution / active EE | $1,449 | $5,478-73.6% | $4,821-69.9% | $4,754-69.5% |
| Participant deferral / active EE | $3,482 | $6,521-46.6% | $5,682-38.7% | $6,712-48.1% |
| Admin fee / account holder | $14 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |