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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 | $34,596 | $198,457-82.6% | $170,435-79.7% | $147,586-76.6% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 25.37% | 257.30%-231.9pp | 205.94%-180.6pp | 578.59%-553.2pp |
| Employer contribution / active EE | $1,626 | $6,183-73.7% | $5,432-70.1% | $4,876-66.7% |
| Participant deferral / active EE | $4,291 | $5,629-23.8% | $4,939-13.1% | $5,439-21.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |