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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 | $41,264 | $165,399-75.1% | $149,745-72.4% | $158,982-74.0% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 40.98% | 348.34%-307.4pp | 276.72%-235.7pp | 302.99%-262.0pp |
| Employer contribution / active EE | $1,184 | $5,105-76.8% | $4,646-74.5% | $4,763-75.1% |
| Participant deferral / active EE | $10,420 | $7,183+45.1% | $6,843+52.3% | $5,983+74.1% |
| Admin fee / account holder | $13 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |