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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 | $50,872 | $176,105-71.1% | $159,474-68.1% | $167,536-69.6% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 18.85% | 331.91%-313.1pp | 263.68%-244.8pp | 478.82%-460.0pp |
| Employer contribution / active EE | $1,416 | $5,299-73.3% | $4,831-70.7% | $4,839-70.7% |
| Participant deferral / active EE | $5,716 | $7,751-26.3% | $7,353-22.3% | $6,342-9.9% |
| Admin fee / account holder | $109 | $12,559-99.1% | $10,802-99.0% | $12,315-99.1% |