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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 | $37,406 | $165,381-77.4% | $149,730-75.0% | $158,966-76.5% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 279.70% | 348.29%-68.6pp | 276.70%+3.0pp | 302.95%-23.2pp |
| Employer contribution / active EE | $1,931 | $5,104-62.2% | $4,645-58.4% | $4,762-59.5% |
| Participant deferral / active EE | $6,407 | $7,182-10.8% | $6,843-6.4% | $5,983+7.1% |
| Admin fee / account holder | $191 | $10,809-98.2% | $9,310-97.9% | $11,250-98.3% |