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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 | $49,434 | $135,956-63.6% | $123,894-60.1% | $273,972-82.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 612.98% | 56.63%+556.4pp | 47.52%+565.5pp | 41.46%+571.5pp |
| Employer contribution / active EE | $4,054 | $5,170-21.6% | $4,617-12.2% | $4,869-16.7% |
| Participant deferral / active EE | $7,657 | $6,343+20.7% | $5,984+28.0% | $5,287+44.8% |
| Admin fee / account holder | $149 | $9,817-98.5% | $8,357-98.2% | $10,133-98.5% |