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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 | $51,220 | $202,342-74.7% | $172,752-70.4% | $152,897-66.5% |
| Participation rate | 41.7% | 87.1%-45.4pp | 82.6%-41.0pp | 82.5%-40.8pp |
| Annual return | 21.43% | 1029.83%-1008.4pp | 802.97%-781.5pp | 345.43%-324.0pp |
| Employer contribution / active EE | $1,529 | $5,858-73.9% | $5,144-70.3% | $4,764-67.9% |
| Participant deferral / active EE | $3,553 | $5,948-40.3% | $5,198-31.6% | $5,851-39.3% |
| Admin fee / account holder | $14 | $17,111-99.9% | $13,955-99.9% | $11,599-99.9% |