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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 | $55,858 | $198,462-71.9% | $170,439-67.2% | $147,585-62.2% |
| Participation rate | 40.0% | 88.0%-48.0pp | 83.6%-43.6pp | 82.8%-42.8pp |
| Annual return | 27.04% | 257.30%-230.3pp | 205.94%-178.9pp | 578.58%-551.5pp |
| Employer contribution / active EE | $1,549 | $6,184-74.9% | $5,433-71.5% | $4,876-68.2% |
| Participant deferral / active EE | $4,350 | $5,629-22.7% | $4,939-11.9% | $5,439-20.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |