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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 | $45,233 | $202,342-77.6% | $172,753-73.8% | $152,909-70.4% |
| Participation rate | 57.1% | 87.1%-29.9pp | 82.6%-25.5pp | 82.5%-25.3pp |
| Annual return | 29.21% | 1029.88%-1000.7pp | 803.00%-773.8pp | 345.46%-316.3pp |
| Employer contribution / active EE | $1,282 | $5,857-78.1% | $5,144-75.1% | $4,764-73.1% |
| Participant deferral / active EE | $6,093 | $5,948+2.4% | $5,198+17.2% | $5,851+4.1% |
| Admin fee / account holder | $220 | $17,112-98.7% | $13,956-98.4% | $11,601-98.1% |