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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 | $47,117 | $172,111-72.6% | $150,298-68.7% | $137,256-65.7% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 294.65% | 69.37%+225.3pp | 62.79%+231.9pp | 220.34%+74.3pp |
| Employer contribution / active EE | $1,163 | $4,636-74.9% | $4,154-72.0% | $4,156-72.0% |
| Participant deferral / active EE | $2,271 | $6,166-63.2% | $5,453-58.4% | $6,407-64.6% |
| Admin fee / account holder | $25 | $16,471-99.9% | $14,116-99.8% | $12,270-99.8% |