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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 | $47,998 | $226,046-78.8% | $182,508-73.7% | $152,870-68.6% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.4%-22.4pp |
| Annual return | 20.70% | 192.52%-171.8pp | 148.54%-127.8pp | 345.34%-324.6pp |
| Employer contribution / active EE | $1,307 | $4,977-73.7% | $4,075-67.9% | $4,763-72.6% |
| Participant deferral / active EE | $4,188 | $6,368-34.2% | $5,525-24.2% | $5,850-28.4% |
| Admin fee / account holder | $224 | $10,704-97.9% | $8,592-97.4% | $11,597-98.1% |