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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 | $43,674 | $226,105-80.7% | $182,540-76.1% | $152,897-71.4% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.0%-53.0pp | 82.5%-57.5pp |
| Annual return | 33.00% | 192.58%-159.6pp | 148.58%-115.6pp | 345.43%-312.4pp |
| Employer contribution / active EE | $646 | $4,978-87.0% | $4,076-84.2% | $4,764-86.4% |
| Participant deferral / active EE | $4,890 | $6,370-23.2% | $5,525-11.5% | $5,851-16.4% |
| Admin fee / account holder | $7 | $10,706-99.9% | $8,593-99.9% | $11,599-99.9% |