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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 | $36,105 | $217,427-83.4% | $185,837-80.6% | $167,518-78.4% |
| Participation rate | 63.6% | 86.0%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 15.45% | 148.39%-132.9pp | 122.08%-106.6pp | 478.71%-463.3pp |
| Employer contribution / active EE | $1,775 | $5,874-69.8% | $5,168-65.7% | $4,838-63.3% |
| Participant deferral / active EE | $4,475 | $6,357-29.6% | $5,568-19.6% | $6,342-29.4% |
| Admin fee / account holder | $144 | $19,816-99.3% | $16,241-99.1% | $12,312-98.8% |