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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 | $36,777 | $226,090-83.7% | $182,531-79.9% | $152,885-75.9% |
| Participation rate | 64.7% | 82.5%-17.8pp | 78.0%-13.3pp | 82.5%-17.7pp |
| Annual return | 30.54% | 192.57%-162.0pp | 148.57%-118.0pp | 345.39%-314.9pp |
| Employer contribution / active EE | $2,273 | $4,978-54.3% | $4,075-44.2% | $4,763-52.3% |
| Participant deferral / active EE | $3,212 | $6,369-49.6% | $5,525-41.9% | $5,851-45.1% |
| Admin fee / account holder | $249 | $10,705-97.7% | $8,593-97.1% | $11,598-97.9% |