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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 | $40,346 | $175,257-77.0% | $149,717-73.1% | $139,456-71.1% |
| Participation rate | 30.8% | 83.4%-52.6pp | 78.8%-48.0pp | 80.3%-49.6pp |
| Annual return | 28.20% | 166.70%-138.5pp | 134.41%-106.2pp | 373.45%-345.3pp |
| Employer contribution / active EE | $1,564 | $5,477-71.4% | $4,820-67.5% | $4,753-67.1% |
| Participant deferral / active EE | $5,465 | $6,521-16.2% | $5,682-3.8% | $6,711-18.6% |
| Admin fee / account holder | $170 | $16,156-98.9% | $13,213-98.7% | $11,407-98.5% |