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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 | $42,872 | $209,422-79.5% | $178,503-76.0% | $158,982-73.0% |
| Participation rate | 62.5% | 86.4%-23.9pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 15.91% | 188.81%-172.9pp | 151.12%-135.2pp | 302.99%-287.1pp |
| Employer contribution / active EE | $1,212 | $5,707-78.8% | $5,011-75.8% | $4,763-74.6% |
| Participant deferral / active EE | $3,581 | $5,955-39.9% | $5,202-31.2% | $5,983-40.2% |
| Admin fee / account holder | $186 | $17,079-98.9% | $13,987-98.7% | $11,252-98.3% |