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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 | $36,737 | $175,231-79.0% | $149,696-75.5% | $139,466-73.7% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 23.25% | 166.77%-143.5pp | 134.46%-111.2pp | 373.66%-350.4pp |
| Employer contribution / active EE | $1,580 | $5,478-71.2% | $4,821-67.2% | $4,754-66.8% |
| Participant deferral / active EE | $9,561 | $6,521+46.6% | $5,682+68.3% | $6,712+42.4% |
| Admin fee / account holder | $20 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |