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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 | $56,348 | $198,457-71.6% | $170,435-66.9% | $147,586-61.8% |
| Participation rate | 30.0% | 88.0%-58.0pp | 83.6%-53.6pp | 82.8%-52.8pp |
| Annual return | 23.46% | 257.30%-233.8pp | 205.94%-182.5pp | 578.59%-555.1pp |
| Employer contribution / active EE | $1,553 | $6,183-74.9% | $5,432-71.4% | $4,876-68.1% |
| Participant deferral / active EE | $3,900 | $5,629-30.7% | $4,939-21.0% | $5,439-28.3% |
| Admin fee / account holder | $269 | $16,852-98.4% | $13,881-98.1% | $10,886-97.5% |