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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 | $36,748 | $209,422-82.5% | $178,503-79.4% | $158,982-76.9% |
| Participation rate | 33.3% | 86.4%-53.0pp | 81.9%-48.6pp | 82.0%-48.6pp |
| Annual return | 18.32% | 188.81%-170.5pp | 151.12%-132.8pp | 302.99%-284.7pp |
| Employer contribution / active EE | $5,466 | $5,707-4.2% | $5,011+9.1% | $4,763+14.8% |
| Participant deferral / active EE | $8,821 | $5,955+48.1% | $5,202+69.6% | $5,983+47.4% |
| Admin fee / account holder | $7 | $17,079-100.0% | $13,987-100.0% | $11,252-99.9% |