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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 | $33,458 | $202,342-83.5% | $172,753-80.6% | $152,909-78.1% |
| Participation rate | 54.5% | 87.1%-32.5pp | 82.6%-28.1pp | 82.5%-27.9pp |
| Annual return | 24.83% | 1029.88%-1005.0pp | 803.00%-778.2pp | 345.46%-320.6pp |
| Employer contribution / active EE | $1,278 | $5,857-78.2% | $5,144-75.2% | $4,764-73.2% |
| Participant deferral / active EE | $5,614 | $5,948-5.6% | $5,198+8.0% | $5,851-4.1% |
| Admin fee / account holder | $281 | $17,112-98.4% | $13,956-98.0% | $11,601-97.6% |