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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 | $56,686 | $198,457-71.4% | $170,435-66.7% | $147,586-61.6% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 17.04% | 257.30%-240.3pp | 205.94%-188.9pp | 578.59%-561.6pp |
| Employer contribution / active EE | $1,832 | $6,183-70.4% | $5,432-66.3% | $4,876-62.4% |
| Participant deferral / active EE | $6,605 | $5,629+17.3% | $4,939+33.7% | $5,439+21.4% |
| Admin fee / account holder | $10 | $16,852-99.9% | $13,881-99.9% | $10,886-99.9% |