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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 | $67,879 | $209,425-67.6% | $178,499-62.0% | $158,966-57.3% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 20.02% | 188.80%-168.8pp | 151.10%-131.1pp | 302.95%-282.9pp |
| Employer contribution / active EE | $1,410 | $5,707-75.3% | $5,011-71.9% | $4,762-70.4% |
| Participant deferral / active EE | $3,368 | $5,955-43.4% | $5,202-35.3% | $5,983-43.7% |
| Admin fee / account holder | $20 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |