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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 | $51,728 | $176,120-70.6% | $159,487-67.6% | $167,553-69.1% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 14.82% | 331.95%-317.1pp | 263.71%-248.9pp | 478.89%-464.1pp |
| Employer contribution / active EE | $981 | $5,299-81.5% | $4,831-79.7% | $4,840-79.7% |
| Participant deferral / active EE | $4,851 | $7,752-37.4% | $7,354-34.0% | $6,343-23.5% |
| Admin fee / account holder | $63 | $12,561-99.5% | $10,804-99.4% | $12,316-99.5% |