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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 | $48,473 | $202,345-76.0% | $172,755-71.9% | $152,885-68.3% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 21.30% | 1029.77%-1008.5pp | 802.94%-781.6pp | 345.39%-324.1pp |
| Employer contribution / active EE | $2,564 | $5,858-56.2% | $5,144-50.2% | $4,763-46.2% |
| Participant deferral / active EE | $7,425 | $5,948+24.8% | $5,198+42.9% | $5,851+26.9% |
| Admin fee / account holder | $170 | $17,111-99.0% | $13,955-98.8% | $11,598-98.5% |