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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 | $53,696 | $202,342-73.5% | $172,753-68.9% | $152,909-64.9% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 19.11% | 1029.88%-1010.8pp | 803.00%-783.9pp | 345.46%-326.4pp |
| Employer contribution / active EE | $2,035 | $5,857-65.3% | $5,144-60.4% | $4,764-57.3% |
| Participant deferral / active EE | $8,776 | $5,948+47.5% | $5,198+68.9% | $5,851+50.0% |
| Admin fee / account holder | $92 | $17,112-99.5% | $13,956-99.3% | $11,601-99.2% |