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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 | $42,376 | $198,457-78.6% | $170,435-75.1% | $147,586-71.3% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 28.17% | 257.30%-229.1pp | 205.94%-177.8pp | 578.59%-550.4pp |
| Employer contribution / active EE | $5,503 | $6,183-11.0% | $5,432+1.3% | $4,876+12.8% |
| Participant deferral / active EE | $5,149 | $5,629-8.5% | $4,939+4.2% | $5,439-5.3% |
| Admin fee / account holder | $135 | $16,852-99.2% | $13,881-99.0% | $10,886-98.8% |