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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 | $44,384 | $202,342-78.1% | $172,753-74.3% | $152,909-71.0% |
| Participation rate | 63.6% | 87.1%-23.4pp | 82.6%-19.0pp | 82.5%-18.8pp |
| Annual return | 25.18% | 1029.88%-1004.7pp | 803.00%-777.8pp | 345.46%-320.3pp |
| Employer contribution / active EE | $1,246 | $5,857-78.7% | $5,144-75.8% | $4,764-73.9% |
| Participant deferral / active EE | $4,503 | $5,948-24.3% | $5,198-13.4% | $5,851-23.0% |
| Admin fee / account holder | $224 | $17,112-98.7% | $13,956-98.4% | $11,601-98.1% |