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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 | $51,955 | $165,361-68.6% | $149,715-65.3% | $158,950-67.3% |
| Participation rate | 55.6% | 84.6%-29.0pp | 82.5%-26.9pp | 82.0%-26.4pp |
| Annual return | 48.88% | 348.24%-299.4pp | 276.66%-227.8pp | 302.91%-254.0pp |
| Employer contribution / active EE | $3,107 | $5,103-39.1% | $4,645-33.1% | $4,762-34.8% |
| Participant deferral / active EE | $8,528 | $7,182+18.7% | $6,842+24.6% | $5,983+42.5% |
| Admin fee / account holder | $73 | $10,808-99.3% | $9,310-99.2% | $11,248-99.3% |