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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 | $47,892 | $202,342-76.3% | $172,752-72.3% | $152,897-68.7% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 23.27% | 1029.83%-1006.6pp | 802.97%-779.7pp | 345.43%-322.2pp |
| Employer contribution / active EE | $1,629 | $5,858-72.2% | $5,144-68.3% | $4,764-65.8% |
| Participant deferral / active EE | $7,949 | $5,948+33.6% | $5,198+52.9% | $5,851+35.9% |
| Admin fee / account holder | $154 | $17,111-99.1% | $13,955-98.9% | $11,599-98.7% |