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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 | $66,380 | $198,457-66.6% | $170,435-61.1% | $147,586-55.0% |
| Participation rate | 33.3% | 88.0%-54.6pp | 83.6%-50.3pp | 82.8%-49.5pp |
| Annual return | 22.95% | 257.30%-234.4pp | 205.94%-183.0pp | 578.59%-555.6pp |
| Employer contribution / active EE | $1,560 | $6,183-74.8% | $5,432-71.3% | $4,876-68.0% |
| Participant deferral / active EE | $3,510 | $5,629-37.6% | $4,939-28.9% | $5,439-35.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |