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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 | $58,003 | $198,457-70.8% | $170,435-66.0% | $147,586-60.7% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 22.88% | 257.30%-234.4pp | 205.94%-183.1pp | 578.59%-555.7pp |
| Employer contribution / active EE | $1,854 | $6,183-70.0% | $5,432-65.9% | $4,876-62.0% |
| Participant deferral / active EE | $5,038 | $5,629-10.5% | $4,939+2.0% | $5,439-7.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |