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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 | $31,562 | $175,259-82.0% | $149,723-78.9% | $139,487-77.4% |
| Participation rate | 46.7% | 83.4%-36.7pp | 78.8%-32.1pp | 80.3%-33.7pp |
| Annual return | 20.26% | 166.82%-146.6pp | 134.50%-114.2pp | 373.84%-353.6pp |
| Employer contribution / active EE | $1,840 | $5,478-66.4% | $4,821-61.8% | $4,755-61.3% |
| Participant deferral / active EE | $2,292 | $6,522-64.9% | $5,682-59.7% | $6,713-65.9% |
| Admin fee / account holder | $5 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |