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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 | $45,264 | $144,124-68.6% | $117,857-61.6% | $147,585-69.3% |
| Participation rate | 69.2% | 83.4%-14.2pp | 79.7%-10.4pp | 82.8%-13.6pp |
| Annual return | 16.24% | 531.17%-514.9pp | 335.09%-318.8pp | 578.57%-562.3pp |
| Employer contribution / active EE | $1,120 | $4,897-77.1% | $3,786-70.4% | $4,876-77.0% |
| Participant deferral / active EE | $3,030 | $5,316-43.0% | $4,482-32.4% | $5,439-44.3% |
| Admin fee / account holder | $115 | $10,886-98.9% | $8,020-98.6% | $10,885-98.9% |