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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 | $39,796 | $198,457-79.9% | $170,435-76.7% | $147,586-73.0% |
| Participation rate | 25.0% | 88.0%-63.0pp | 83.6%-58.6pp | 82.8%-57.8pp |
| Annual return | 30.75% | 257.30%-226.6pp | 205.94%-175.2pp | 578.59%-547.8pp |
| Employer contribution / active EE | $1,640 | $6,183-73.5% | $5,432-69.8% | $4,876-66.4% |
| Participant deferral / active EE | $4,573 | $5,629-18.8% | $4,939-7.4% | $5,439-15.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |