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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 | $44,537 | $202,463-78.0% | $169,397-73.7% | $139,487-68.1% |
| Participation rate | 57.1% | 81.1%-24.0pp | 77.2%-20.0pp | 80.3%-23.2pp |
| Annual return | 31.77% | 532.64%-500.9pp | 406.23%-374.5pp | 373.84%-342.1pp |
| Employer contribution / active EE | $1,795 | $4,694-61.8% | $4,013-55.3% | $4,755-62.3% |
| Participant deferral / active EE | $3,259 | $6,941-53.0% | $6,223-47.6% | $6,713-51.4% |
| Admin fee / account holder | $19 | $10,726-99.8% | $9,017-99.8% | $11,407-99.8% |