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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 | $185,312-74.6% | $161,489-70.8% | $154,746-69.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 294.65% | 103.84%+190.8pp | 89.72%+204.9pp | 172.34%+122.3pp |
| Employer contribution / active EE | $1,163 | $4,769-75.6% | $4,268-72.8% | $4,379-73.4% |
| Participant deferral / active EE | $2,271 | $6,350-64.2% | $5,630-59.7% | $6,730-66.3% |
| Admin fee / account holder | $25 | $18,654-99.9% | $16,006-99.8% | $14,365-99.8% |