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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 | $226,135-78.8% | $182,558-73.7% | $152,909-68.6% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.5%-22.5pp |
| Annual return | 20.70% | 192.60%-171.9pp | 148.59%-127.9pp | 345.46%-324.8pp |
| Employer contribution / active EE | $1,307 | $4,979-73.7% | $4,076-67.9% | $4,764-72.6% |
| Participant deferral / active EE | $4,188 | $6,371-34.3% | $5,526-24.2% | $5,851-28.4% |
| Admin fee / account holder | $224 | $10,707-97.9% | $8,594-97.4% | $11,601-98.1% |