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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 | $32,477 | $226,090-85.6% | $182,531-82.2% | $152,885-78.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.5%-32.5pp |
| Annual return | 31.70% | 192.57%-160.9pp | 148.57%-116.9pp | 345.39%-313.7pp |
| Employer contribution / active EE | $1,459 | $4,978-70.7% | $4,075-64.2% | $4,763-69.4% |
| Participant deferral / active EE | $4,389 | $6,369-31.1% | $5,525-20.6% | $5,851-25.0% |
| Admin fee / account holder | $202 | $10,705-98.1% | $8,593-97.6% | $11,598-98.3% |