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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 | $81,622 | $159,978-49.0% | $147,041-44.5% | $145,978-44.1% |
| Participation rate | 43.5% | 84.0%-40.5pp | 82.2%-38.7pp | 80.3%-36.8pp |
| Annual return | 23.45% | 98.36%-74.9pp | 419.21%-395.8pp | 550.52%-527.1pp |
| Employer contribution / active EE | $2,548 | $5,288-51.8% | $4,935-48.4% | $4,662-45.3% |
| Participant deferral / active EE | $4,340 | $8,429-48.5% | $8,071-46.2% | $6,690-35.1% |
| Admin fee / account holder | $16 | $15,053-99.9% | $13,006-99.9% | $13,400-99.9% |