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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 | $53,907 | $217,432-75.2% | $185,849-71.0% | $167,536-67.8% |
| Participation rate | 9.1% | 86.1%-77.0pp | 81.7%-72.6pp | 82.1%-73.0pp |
| Annual return | 10.54% | 148.42%-137.9pp | 122.10%-111.6pp | 478.82%-468.3pp |
| Employer contribution / active EE | $3,735 | $5,875-36.4% | $5,169-27.7% | $4,839-22.8% |
| Participant deferral / active EE | $2,642 | $6,357-58.4% | $5,569-52.6% | $6,342-58.3% |
| Admin fee / account holder | $19 | $19,818-99.9% | $16,244-99.9% | $12,315-99.8% |