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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 | $51,096 | $217,432-76.5% | $185,849-72.5% | $167,536-69.5% |
| Participation rate | 33.3% | 86.1%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 12.74% | 148.42%-135.7pp | 122.10%-109.4pp | 478.82%-466.1pp |
| Employer contribution / active EE | $1,298 | $5,875-77.9% | $5,169-74.9% | $4,839-73.2% |
| Participant deferral / active EE | $4,733 | $6,357-25.5% | $5,569-15.0% | $6,342-25.4% |
| Admin fee / account holder | $77 | $19,818-99.6% | $16,244-99.5% | $12,315-99.4% |