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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 | $15,759 | $190,879-91.7% | $160,009-90.2% | $134,532-88.3% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.0%-53.0pp | 81.2%-56.2pp |
| Annual return | 559.50% | 552.63%+6.9pp | 408.85%+150.7pp | 418.27%+141.2pp |
| Employer contribution / active EE | $793 | $4,995-84.1% | $4,225-81.2% | $4,741-83.3% |
| Participant deferral / active EE | $1,984 | $6,924-71.3% | $6,183-67.9% | $6,401-69.0% |
| Admin fee / account holder | $230 | $10,495-97.8% | $8,715-97.4% | $11,429-98.0% |