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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 | $33,645 | $165,399-79.7% | $149,745-77.5% | $158,982-78.8% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 22.68% | 348.34%-325.7pp | 276.72%-254.0pp | 302.99%-280.3pp |
| Employer contribution / active EE | $20,224 | $5,105+296.2% | $4,646+335.3% | $4,763+324.6% |
| Participant deferral / active EE | $13,000 | $7,183+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $35 | $10,811-99.7% | $9,312-99.6% | $11,252-99.7% |