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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 | $41,995 | $162,529-74.2% | $130,788-67.9% | $154,746-72.9% |
| Participation rate | 50.0% | 75.9%-25.9pp | 70.1%-20.1pp | 80.7%-30.7pp |
| Annual return | 23.43% | 510.48%-487.0pp | 386.44%-363.0pp | 172.34%-148.9pp |
| Employer contribution / active EE | $6,077 | $4,447+36.6% | $3,558+70.8% | $4,379+38.8% |
| Participant deferral / active EE | $18,637 | $4,808+287.6% | $4,137+350.5% | $6,730+176.9% |
| Admin fee / account holder | $222 | $7,669-97.1% | $6,673-96.7% | $14,365-98.5% |