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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 | $31,097 | $180,462-82.8% | $154,111-79.8% | $135,379-77.0% |
| Participation rate | 69.6% | 87.4%-17.9pp | 83.0%-13.5pp | 82.6%-13.1pp |
| Annual return | 21.19% | 888.17%-867.0pp | 735.18%-714.0pp | 519.79%-498.6pp |
| Employer contribution / active EE | $2,095 | $6,036-65.3% | $5,298-60.5% | $4,779-56.2% |
| Participant deferral / active EE | $4,613 | $5,806-20.6% | $5,081-9.2% | $5,609-17.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |