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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 | $23,088 | $226,090-89.8% | $182,531-87.4% | $152,885-84.9% |
| Participation rate | 58.3% | 82.5%-24.1pp | 78.0%-19.6pp | 82.5%-24.1pp |
| Annual return | 451.28% | 192.57%+258.7pp | 148.57%+302.7pp | 345.39%+105.9pp |
| Employer contribution / active EE | $1,795 | $4,978-63.9% | $4,075-55.9% | $4,763-62.3% |
| Participant deferral / active EE | $3,030 | $6,369-52.4% | $5,525-45.2% | $5,851-48.2% |
| Admin fee / account holder | $179 | $10,705-98.3% | $8,593-97.9% | $11,598-98.5% |